feat(dashboard): implement floating waterfall inventory bridge with step-line balance

Prefers id like ProjectsPage does; the backend serializer returns id (UUID)
and schema_sync removes the legacy op_project_id column at startup.

.env.example

@@ -0,0 +1,71 @@
+# ============================================================
+# ERP stack configuration — copy to .env and fill in real values.
+# .env is git-ignored; NEVER commit real credentials.
+#   Local dev:      cp .env.example .env   (defaults work as-is)
+#   Production VPS: /srv/erp/.env with STRONG values for every entry —
+#                   docker-compose.prod.yml refuses to boot without them.
+# ============================================================
+
+# --- Public hosts (production; local defaults live in docker-compose.yml) ---
+APP_HOST=aramesh.bennu-api-bahrestan.ir
+API_HOST=api.bennu-api-bahrestan.ir
+AUTH_HOST=casdoor.bennu-api-bahrestan.ir
+S3_HOST=s3.bennu-api-bahrestan.ir
+STORAGE_HOST=storage.bennu-api-bahrestan.ir
+
+# --- Traefik / Let's Encrypt ---
+TRAEFIK_ACME_EMAIL=you@example.com
+
+# --- Environment: "prod" enables the fail-fast startup checks in the API ---
+ENVIRONMENT=prod
+
+# --- PostgreSQL (app + Casdoor share the instance) ---
+POSTGRES_PASSWORD=CHANGE_ME_strong_db_password
+
+# --- MinIO object storage root credentials ---
+MINIO_ROOT_USER=CHANGE_ME_minio_user
+MINIO_ROOT_PASSWORD=CHANGE_ME_long_random_minio_password
+
+# --- Casdoor OIDC application (must match the Casdoor application record) ---
+CASDOOR_CLIENT_SECRET=CHANGE_ME_casdoor_client_secret
+CASDOOR_ADMIN_PASSWORD=CHANGE_ME_casdoor_console_admin_password
+
+# --- CORS: exact browser origins allowed to call the API (comma-separated) ---
+CORS_ORIGINS=https://aramesh.bennu-api-bahrestan.ir
+
+# --- Developer Mode (X-User-* header identity + login panel) ---
+# MUST stay false in production. Only for local debugging without tokens.
+DEV_LOGIN_ENABLED=false
+
+# --- Deploy webhook (Gitea push → rebuild; see infra/deploy-webhook/) ---
+GITEA_WEBHOOK_SECRET=CHANGE_ME_long_random_webhook_secret
+
+# --- Backups (db-backup sidecar; see docker-compose.yml) ---
+BACKUP_DIR=/srv/erp/backups
+BACKUP_INTERVAL_SECONDS=86400
+BACKUP_KEEP_DAYS=14
+
+# --- Monitoring stack (see monitoring/README.md) ---
+# API log format for Loki ingestion ("text" locally, "json" in production)
+LOG_FORMAT=json
+# GlitchTip (error tracking). GLITCHTIP_HOST must be a public DNS name —
+# the browser SDK posts errors there.
+GLITCHTIP_SECRET_KEY=CHANGE_ME_random_django_secret
+GLITCHTIP_DOMAIN=https://errors.bennu-api-bahrestan.ir
+GLITCHTIP_HOST=errors.bennu-api-bahrestan.ir
+GLITCHTIP_DB_PASSWORD=CHANGE_ME_glitchtip_db_password
+GLITCHTIP_FROM_EMAIL=noreply@bennu-api-bahrestan.ir
+GLITCHTIP_EMAIL_URL=consolemail://
+# Grafana (dashboards) — UI is loopback-only (:3001) unless you add Traefik labels
+GRAFANA_ADMIN_PASSWORD=CHANGE_ME_grafana_password
+GRAFANA_ROOT_URL=http://localhost:3001/
+# OpenPanel (product analytics) — client id/secret from the OpenPanel project
+OPENPANEL_API_URL=http://openpanel-api:3333
+OPENPANEL_CLIENT_ID=
+OPENPANEL_CLIENT_SECRET=
+# Public origin of the OpenPanel dashboard/API the BROWSER talks to
+# (e.g. https://stats.bennu-api-bahrestan.ir — see monitoring/README.md)
+OPENPANEL_PUBLIC_URL=
+# Sentry/GlitchTip DSNs created in the GlitchTip UI after first boot
+SENTRY_DSN_BACKEND=
+SENTRY_DSN_FRONTEND=

.gitignore

@@ -11,13 +11,26 @@ __pycache__/
 venv/
 
 # ---- Env / secrets ----
+# All credentials live in git-ignored .env files (server-side and local).
+# NEVER commit .env or database dumps — see docs/SECRET-MANAGEMENT.md.
+.env
+.env.*
+!*.env.example
+backend/.env
 frontend/.env
 *.local
 
+# ---- Database dumps (contain user rows + signing material) ----
+*.dump
+*.sql.gz
+
 # ---- Local session / backups ----
 .zcode/
+.zcodeignore
+scratch/
 v1.2 - Copy/
 inv dash/
+voice/
 
 # ---- Machine-local compose overrides (LAN phone access, etc.) ----
 docker-compose.override.yml

README.md

@@ -1,3 +1,4 @@
+
 # Procurement Stack v1.3 — Dockerized (PostgreSQL + FastAPI + React + MinIO)
 
 Self-contained ship package: everything needed to run the stack is in this
@@ -12,19 +13,22 @@ folder — no external files or sibling folders required.
 | **frontend** | `procurement-frontend` | React 19 + Vite, served by nginx (internal) | via Traefik |
 | **traefik** | `procurement-traefik` | Traefik v3 — public reverse proxy (edge) | `80` (web), `443` (websecure) |
 
+
 ```
+
 Browser ──► Traefik :80 (edge)
-                │
+│
-                ├── Host(localhost) ──► frontend (nginx SPA :80)
+├── Host(localhost) ──► frontend (nginx SPA :80)
-                │                            │
+│                            │
-                │                            └── /api/* proxy ──► api :8000 (/api/v1)
+│                            └── /api/* proxy ──► api :8000 (/api/v1)
-                │
+│
-                ├── Host(api.localhost) ──► api :8000
+├── Host(api.localhost) ──► api :8000
-                ├── Host(auth.localhost) ──► casdoor :8000 (OIDC login)
+├── Host(auth.localhost) ──► casdoor :8000 (OIDC login)
-                └── Host(s3/storage.localhost) ──► minio (API / console)
+└── Host(s3/storage.localhost) ──► minio (API / console)
-                                  │
+│
-                                  ├── postgres :5432 (procurement + casdoor DBs)
+├── postgres :5432 (procurement + casdoor DBs)
-                                  └── minio :9000 (invoice/proforma files)
+└── minio :9000 (invoice/proforma files)
+
 ```
 
 ---
@@ -74,6 +78,7 @@ v1.3/
             ├── Projects/     (projects)
             ├── Units/        (unit conversions)
             └── Inventory/    (warehouse management panel — React port)
+
 ```
 
 ---
@@ -86,12 +91,12 @@ the form (username / password) is sent to
 (password grant), verifies the returned JWT, and starts the session —
 no browser redirect to Casdoor.
 
-- **مدیر پروژه (PM)** → lands in the inventory panel (their project) — can record
+* **مدیر پروژه (PM)** → lands in the inventory panel (their project) — can record
-  stock changes, manage the project's warehouses and confirm arrivals («کالاهای در راه»).
+stock changes, manage the project's warehouses and confirm arrivals («کالاهای در راه»).
-- **مدیر تدارکات / ادمین** → lands in the procurement office — can manage
+* **مدیر تدارکات / ادمین** → lands in the procurement office — can manage
-  quotes, suppliers, projects, and in the inventory panel: dashboard, daily control,
+quotes, suppliers, projects, and in the inventory panel: dashboard, daily control,
-  «کالاهای در راه» (receiving included) and «سازمان‌دهی» (users, PMs, warehouses).
+«کالاهای در راه» (receiving included) and «سازمان‌دهی» (users, PMs, warehouses).
-  The «انبارها» and «تغییر موجودی» sections are PM-only.
+The «انبارها» and «تغییر موجودی» sections are PM-only.
 
 **Developer Mode** (top-left button on the login page) is a 3-step flow for
 the admin (super user): ① superuser auth gate (admin credentials only) →
@@ -103,19 +108,19 @@ controlled by the `VITE_ENABLE_DEV_LOGIN` env var (in Docker: the
 for production builds).
 
 | What | Where | Credentials |
-|---|---|---|
+| --- | --- | --- |
 | App | http://localhost (via Traefik) | — |
-| Casdoor console | http://localhost:8080 | `admin` / `123` |
+| Casdoor console | http://localhost:8080 | admin credentials are set when you run the seeder (`CASDOOR_ADMIN_PW`) — never commit them |
-| Seeded app users (org `inventory`) | `razaei` (admin), `mousavi` (مدیر تدارکات), `mohaghegh` (مدیر پروژه), `tester` (مدیر پروژه، پروژه «تست») | password `123456` |
+| Seeded app users (org `inventory`) | `razaei` (admin), `mousavi` (مدیر تدارکات), `mohaghegh` (مدیر پروژه), `tester` (مدیر پروژه، پروژه «تست») | password from `CASDOOR_SEED_PASSWORD` (bcrypt-hashed at rest — see `backend/tools/seed_casdoor.py`) |
 
 Run `backend/tools/seed_casdoor.py` once after the first boot to create the
 Casdoor organization, application and users (idempotent). Full details —
 addresses, credentials, role model, failure scenarios and the checklist —
-are in [`docs/casdoor-auth.md`](docs/casdoor-auth.md).
+are in [`docs/casdoor-auth.md`](https://www.google.com/search?q=docs/casdoor-auth.md).
 
 > The **currently committed seed** (`backups/علی محقق/`) instead ships a
 > single admin — `ali.mohaghegh` («علی محقق») — see
-> [Restoring the committed seed data](#restoring-the-committed-seed-data).
+> [Restoring the committed seed data](https://www.google.com/search?q=%23restoring-the-committed-seed-data).
 
 ---
 
@@ -125,13 +130,13 @@ The production deployment of this stack runs on the server and is reachable
 at these public addresses (HTTPS):
 
 | What | Address |
-|---|---|
+| --- | --- |
 | **App (ERP)** | https://aramesh.bennu-api-bahrestan.ir/ |
 | **Casdoor admin panel** | https://casdoor.bennu-api-bahrestan.ir/ |
 
 Log in to the app with your Casdoor account (org `inventory`); the role is
 assigned inside the app (`users.role` — see «Login» above and
-[`docs/casdoor-auth.md`](docs/casdoor-auth.md)).
+[`docs/casdoor-auth.md`](https://www.google.com/search?q=docs/casdoor-auth.md)).
 
 ### MinIO console on the server (SSH tunnel)
 
@@ -140,51 +145,49 @@ The MinIO console is deliberately **loopback-only** on the server
 is an SSH tunnel from your machine:
 
 1. Open PowerShell and start the tunnel (**keep the window open** while you
-   use the panel):
+use the panel):
+```powershell
+ssh -L 9001:127.0.0.1:9001 <user>@<server-host>
 
-   ```powershell
+```
-   ssh -L 9001:127.0.0.1:9001 root@171.22.25.75
-   ```
 
-   You will also land in a normal SSH session — that is fine; the tunnel
-   lives as long as the window stays open.
 
+You will also land in a normal SSH session — that is fine; the tunnel
+lives as long as the window stays open.
 2. In your browser, open: **http://localhost:9001**
-
+3. Log in with the production MinIO root credentials from the server's
-3. Log in with:
+`/srv/erp/.env` (`MINIO_ROOT_USER` / `MINIO_ROOT_PASSWORD`) — they are
-
+**never** written in this repo or its history. See
-   | Username | Password |
+[`docs/SECRET-MANAGEMENT.md`](https://www.google.com/search?q=docs/SECRET-MANAGEMENT.md).
-   |---|---|
-   | `aramesh-minio` | `feb10fadb5441019dfc33bf12a9b0f74e7b6c478` |
 
 You will see the **`procurement-files`** bucket — the invoices/proformas the
 ERP stores, browsable and downloadable from there.
 
-⚠️ These credentials are **full admin access to the file storage**. Treat
+⚠️ Those credentials are **full admin access to the file storage**. They live
-them as a production secret (this README is inside the repo, so anyone with
+only in the server-side `.env`; if one ever leaks, rotate it immediately
-repo access can read them — rotate them on the server if they ever leak).
+(checklist in `docs/SECRET-MANAGEMENT.md`).
 
 Close the PowerShell window (or `Ctrl+C`) when you are done to drop the
 tunnel.
 
 Notes from the server setup:
 
-- The panel is published only on the server's loopback, so the internet
+* The panel is published only on the server's loopback, so the internet
-  cannot reach it at all — the tunnel is what carries it to your browser.
+cannot reach it at all — the tunnel is what carries it to your browser.
-- Host port `9000` stays reserved for the deploy-webhook receiver, which is
+* Host port `9000` stays reserved for the deploy-webhook receiver, which is
-  why the console uses `9001`.
+why the console uses `9001`.
-- If you ever need the raw S3 API from your machine, or a clickable URL for
+* If you ever need the raw S3 API from your machine, or a clickable URL for
-  the console (e.g. `storage.aramesh.bennu-api-bahrestan.ir` behind Traefik
+the console (e.g. `storage.aramesh.bennu-api-bahrestan.ir` behind Traefik
-  with a password prompt on top), that can be arranged on request — the
+with a password prompt on top), that can be arranged on request — the
-  tunnel remains the safer default.
+tunnel remains the safer default.
 
 ---
 
 ## Prerequisites (target machine)
 
-- **Docker Desktop** (Windows) or Docker Engine + Compose plugin (Linux/macOS)
+* **Docker Desktop** (Windows) or Docker Engine + Compose plugin (Linux/macOS)
-- ~3–4 GB free disk for images (`postgres:18`, `python:3.13-slim`, `node:22-alpine`, `nginx:alpine`, `minio/minio`, `minio/mc`)
+* ~3–4 GB free disk for images (`postgres:18`, `python:3.13-slim`, `node:22-alpine`, `nginx:alpine`, `minio/minio`, `minio/mc`)
-- Internet access on first build (image + `npm ci` downloads)
+* Internet access on first build (image + `npm ci` downloads)
 
 ---
 
@@ -193,6 +196,7 @@ Notes from the server setup:
 ```powershell
 cd <this-folder>
 docker compose up -d --build
+
 ```
 
 First run downloads base images and builds the frontend (takes a few minutes).
@@ -202,6 +206,7 @@ Wait until all services are up:
 
 ```powershell
 docker compose ps
+
 ```
 
 All should show `Up` (postgres also `(healthy)`).
@@ -211,30 +216,39 @@ All should show `Up` (postgres also `(healthy)`).
 ## Verify
 
 | What | Where |
-|---|---|
+| --- | --- |
 | Frontend UI | http://localhost |
 | API docs (Swagger) | http://localhost:8000/docs |
 | API health | http://localhost:8000/health → `{"status":"ok","service":"procurement-api"}` |
+| API readiness (DB + MinIO + Casdoor) | http://localhost:8000/health/ready |
+| Metrics | http://localhost:8000/metrics |
 | MinIO console | http://localhost:9001 (user/pass `minioadmin`/`minioadmin`) |
 | Database | `localhost:5433`, db `procurement`, user/pass `postgres`/`postgres` (Casdoor uses the same instance, db `casdoor`) |
 
-Quick end-to-end check (Traefik → frontend proxy → API → DB):
+Automated end-to-end checks (authenticates via `SMOKE_USER` /
+`SMOKE_PASSWORD` — the seeder users):
 
 ```powershell
-curl http://localhost/api/v1/quotes?expand=supplier,project,line_items,termsheets,events,decision,receipt
+backend\tools\smoke_test.py   # read paths
+backend\tools\smoke_test_write.py / smoke_test_misc.py
+
 ```
 
+> Every API route now requires a Casdoor JWT — a bare
+> `curl http://localhost/api/v1/quotes` returns **401** by design.
+> Day-2 operations (deploys, backups, monitoring): [`docs/OPERATIONS.md`](https://www.google.com/search?q=docs/OPERATIONS.md).
+
 ---
 
 ## MinIO (object storage for invoice / proforma files)
 
 | Item | Value |
-|---|---|
+| --- | --- |
 | S3 API endpoint | `localhost:9000` (from the API container: `minio:9000`) |
 | Web console | http://localhost:9001 |
 | Root user / password | `minioadmin` / `minioadmin` (dev — change for production) |
 | Bucket | `procurement-files` (created automatically by the `minio-init` container) |
-| Object key layout | `{quote_id}/{kind}/{attachment_id}` where kind = `invoice` \| `proforma` |
+| Object key layout | `{quote_id}/{kind}/{attachment_id}` where kind = `invoice` | `proforma` |
 
 File **bytes** live in MinIO; the `quote_attachments` table holds the metadata.
 
@@ -242,6 +256,7 @@ Ad-hoc bucket inspection from the host (see `mc.cmd`):
 
 ```powershell
 .\mc.cmd ls --recursive
+
 ```
 
 ---
@@ -254,55 +269,45 @@ Port:     5433
 Database: procurement
 Username: postgres
 Password: postgres
+
 ```
 
 ```powershell
 docker exec -it procurement-postgres psql -U postgres -d procurement
+
 ```
 
 ---
 
-## Restoring the committed seed data
+## Recovery / seeding
 
-The databases are **not** in git — Docker volumes hold the data. The repo
+The databases are **not** in git — Docker volumes hold the data, and
-ships recovery dumps in `backups/علی محقق/`:
+database dumps must never be committed (they contain user rows and signing
-
+material). Two supported ways to bring a fresh stack up:
-| File | Contents |
-|---|---|
-| `casdoor.dump` | Casdoor schema + console admin (`admin` / `123`), org `inventory`, app `inventory-app`, the JWT signing cert, and the single org user `ali.mohaghegh` |
-| `procurement.dump` | Procurement schema + the single `users` row «علی محقق» with role `admin`; all other tables empty (categories/units re-seed at API startup) |
-
-⚠️ This **replaces all data** in the `procurement` and `casdoor` databases.
-On a running stack:
 
+1. **Empty boot** — schema v2.6 auto-applies on the first boot of an empty
+`postgres_data` volume; then run the seeders:
 ```powershell
-docker compose stop api casdoor
+# Casdoor org + app + users (prints/generates credentials — do not commit them)
-docker cp "backups/علی محقق/procurement.dump" procurement-postgres:/tmp/
+docker compose run --rm -e CASDOOR_BASE=http://casdoor:8000 api python tools/seed_casdoor.py
-docker cp "backups/علی محقق/casdoor.dump" procurement-postgres:/tmp/
+# Demo dataset (optional):
-docker exec procurement-postgres pg_restore -U postgres -d procurement --clean --if-exists /tmp/procurement.dump
+docker exec procurement-api sh -c "cd /srv/backend && python -m tools.seed"
-docker exec procurement-postgres pg_restore -U postgres -d casdoor    --clean --if-exists /tmp/casdoor.dump
+
-docker compose start casdoor api
 ```
 
-Login afterwards: `ali.mohaghegh` / `hulkfuck002` (Casdoor rejects spaces
-in usernames, so «ali mohaghegh» is not a valid login name).
 
-Want demo data instead? Two seeders are still available (they create
+2. **Restore your own dump** — create dumps on the server (kept server-side,
-different users — see the Login table above):
+e.g. `/srv/erp/backups/`), never in git:
+```powershell
+docker exec procurement-postgres pg_dump -U postgres -d procurement -Fc > /srv/erp/backups/procurement-$(date +%F).dump
+docker exec procurement-postgres pg_dump -U postgres -d casdoor    -Fc > /srv/erp/backups/casdoor-$(date +%F).dump
 
-1. **App seeder** (realistic demo dataset; keeps the Casdoor org as-is):
+```
-   ```powershell
-   docker exec procurement-api sh -c "cd /srv/backend && python -m tools.seed"
-   ```
-2. **Casdoor seeder** (creates org `inventory` + app + users razaei /
-   mousavi / mohaghegh / tester — run once after a fresh volume):
-   ```powershell
-   python backend/tools/seed_casdoor.py   # from the host, or from the api container
-   ```
 
-To create a fresh dump of your own current state: stop `api` + `casdoor`,
+
-`docker exec procurement-postgres pg_dump -U postgres -d procurement -Fc`
+Restore with `pg_restore --clean --if-exists` (stop `api` + `casdoor`
-(+ the `casdoor` DB) into `backups/`, then start them again.
+first — this **replaces all data**). The scheduled backup sidecar
+(see `docs/OPERATIONS.md`) automates this.
 
 ## Common operations
 
@@ -311,39 +316,44 @@ docker compose logs -f api          # see logs
 docker compose down                 # stop (keep data)
 docker compose up -d --build        # rebuild after code changes
 docker compose down -v              # ⚠️ full reset — wipes DB + MinIO volumes
+
 ```
 
 ---
 
 ## Known behavior
 
-- Authentication is Casdoor-based (JWT verified via JWKS): `/auth`, `/users`,
+* Authentication is Casdoor-based (JWT verified via JWKS) and **required on
-  `/inventory` and `/pm` are protected (401 without a token, 403 without a role).
+every API route** except `/health`, `/health/ready` and `/auth/login`
-  The procurement CRUD endpoints (quotes, suppliers, materials, …) are still
+(401 without a token, 403 without a role). The former dev-header fallback
-  open — dev placeholder, do not expose to the public internet.
+(`X-User-Role` / `X-User-Name-B64`) is disabled unless
-- Roles live in the app's `users` table (Casdoor is identity-only): `pm`,
+`PROCUREMENT_DEV_LOGIN_ENABLED=true` — never enable it in production.
-  `procurement_manager`, `admin`. Role changes are **admin-only** (RBAC);
+* Roles live in the app's `users` table (Casdoor is identity-only): `pm`,
-  the procurement manager can only assign projects to project managers.
+`procurement_manager`, `admin`. Role changes are **admin-only** (RBAC);
-  The admin has a dedicated panel at `/admin` (user sync from Casdoor +
+the procurement manager can only assign projects to project managers.
-  grant/revoke «مدیر تدارکات»).
+The admin has a dedicated panel at `/admin` (user sync from Casdoor +
-- **Partial goods receipt** («رسید جزیی») is supported in «کالاهای در راه»:
+grant/revoke «مدیر تدارکات»).
-  at least one item with a valid quantity is enough to submit; other items
+* **Partial goods receipt** («رسید جزیی») is supported in «کالاهای در راه»:
-  stay in transit. The procurement ledger shows «رسیده X از Y» / «در راه Z»
+at least one item with a valid quantity is enough to submit; other items
-  badges and a «رسید جزیی» badge on the quote.
+stay in transit. The procurement ledger shows «رسیده X از Y» / «در راه Z»
-- **One PostgreSQL instance** serves both the app (`procurement`) and Casdoor
+badges and a «رسید جزیی» badge on the quote.
-  (`casdoor`) — the separate casdoor-postgres container is gone (data was
+* **One PostgreSQL instance** serves both the app (`procurement`) and Casdoor
-  dumped/restored; see `docs/casdoor-auth.md`).
+(`casdoor`) — the separate casdoor-postgres container is gone (data was
-- **Traefik v3** is the public edge (ports 80/443); the frontend nginx only
+dumped/restored; see `docs/casdoor-auth.md`).
-  serves the SPA and proxies `/api` internally. Production (real domains,
+* **Traefik v3** is the public edge (ports 80/443); the frontend nginx only
-  HTTPS via Let's Encrypt, HTTP→HTTPS redirect):
+serves the SPA and proxies `/api` internally. Production (real domains,
-  `docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build`
+HTTPS via Let's Encrypt, HTTP→HTTPS redirect):
-  (see the prod file header for the required env vars).
+`docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build`
-- Schema runs automatically ONLY on the first boot of an empty `postgres_data` volume
+(see the prod file header for the required env vars).
-  (see `docker-entrypoint-initdb.d`); the API also runs `CREATE TABLE IF NOT EXISTS`
+* Schema runs automatically ONLY on the first boot of an empty `postgres_data` volume
-  for the units-dashboard tables and `quote_attachments` at startup.
+(see `docker-entrypoint-initdb.d`); the API also runs `CREATE TABLE IF NOT EXISTS`
-- Invoice upload requires an `accepted`/`arrived` quote; proforma has no restriction.
+for the units-dashboard tables and `quote_attachments` at startup.
-- The supplier detail page (`/suppliers/:id`) shows the purchase history with
+* Invoice upload requires an `accepted`/`arrived` quote; proforma has no restriction.
-  invoice/proforma download links from MinIO.
+* The supplier detail page (`/suppliers/:id`) shows the purchase history with
-- If builds fail with disk-full errors: `docker system prune -a`, then rebuild.
+invoice/proforma download links from MinIO.
-- If the frontend shows «اتصال به سرور برقرار نشد» → the api container is not
+* **Material-Supplier Lookup**: Clicking a material in the catalog (e.g., on the `/units` page) dynamically fetches its assigned suppliers (`GET /api/materials/{id}/suppliers`). The backend uses an atomic JOIN to guarantee accurate supplier data (avoiding SQLAlchemy identity-map mismatches), and the UI displays a clean empty state («تامین‌کننده‌ای برای این متریال ثبت نشده است») if none exist.
-  reachable; check `docker compose ps` and `docker compose logs api`.
+* If builds fail with disk-full errors: `docker system prune -a`, then rebuild.
+* If the frontend shows «اتصال به سرور برقرار نشد» → the api container is not
+reachable; check `docker compose ps` and `docker compose logs api`.
+
+```

backend/app/auth.py

@@ -26,8 +26,8 @@ from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.config import settings
-from app.db.engine import get_db
+from app.db.engine import AsyncSessionLocal
-from app.models.procurement import Project, User
+from app.models.procurement import Project, User, UserPanel, UserProjectMembership
 from app.utils.errors import (
     ForbiddenError,
     ServiceUnavailableError,
@@ -106,6 +106,10 @@ class UserContext:
     project_id: object | None  # uuid.UUID | None — default (first) project of a PM
     project_ids: list  # every project this PM manages (1:N — empty for non-PMs)
     display_name: str
+    # لایه پنل‌ها (جایگزین نقش‌ها): {'procurement': 'full'|'limited', 'inventory': ...}
+    panels: dict | None = None
+    # عضویت M:N در پروژه‌ها — محدوده داده سطح limited (جدا از مسئولیت PM)
+    member_project_ids: list | None = None
 
 
 async def context_from_claims(claims: dict, db: AsyncSession) -> UserContext:
@@ -119,10 +123,12 @@ async def context_from_claims(claims: dict, db: AsyncSession) -> UserContext:
     if not casdoor_id:
         raise UnauthorizedError("توکن فاقد شناسه کاربر است", field="authorization")
 
+    username = str(claims.get("name") or claims.get("preferred_username") or "")
     user = await db.scalar(select(User).where(User.casdoor_id == casdoor_id))
     if user is None:
         user = User(
             casdoor_id=casdoor_id,
+            username=username or None,
             first_name=str(
                 claims.get("firstName")
                 or claims.get("firstname")
@@ -135,17 +141,42 @@ async def context_from_claims(claims: dict, db: AsyncSession) -> UserContext:
         )
         db.add(user)
         await db.flush()
+    elif username and not user.username:
+        user.username = username
+        await db.flush()
 
-    project_ids: list = []
+    # لایه پنل‌ها: تخصیص پنل + سطح دسترسی و عضویت پروژه‌ای (جدا از نقش)
-    if user.role == "pm":
+    panels: dict = {}
-        projects = (
+    panel_rows = (
+        await db.execute(
+            select(UserPanel).where(UserPanel.user_id == user.id).order_by(UserPanel.created_at)
+        )
+    ).scalars().all()
+    for row in panel_rows:
+        panels[row.panel] = row.level
+
+    member_project_ids: list = [
+        row.project_id
+        for row in (
             await db.execute(
-                select(Project)
+                select(UserProjectMembership)
-                .where(Project.pm_user_id == user.id)
+                .where(UserProjectMembership.user_id == user.id)
-                .order_by(Project.created_at, Project.id)
+                .order_by(UserProjectMembership.created_at)
             )
         ).scalars().all()
-        project_ids = [p.id for p in projects]
+    ]
+
+    pm_projects = (
+        await db.execute(
+            select(Project)
+            .where(Project.pm_user_id == user.id)
+            .order_by(Project.created_at, Project.id)
+        )
+    ).scalars().all()
+    pm_project_ids_list = [p.id for p in pm_projects]
+
+    # ترکیب پروژه‌های تحت مدیریت مستقیم و پروژه‌های عضویت با حفظ اولویت و بدون تکرار
+    project_ids = list(dict.fromkeys(pm_project_ids_list + member_project_ids))
     project_id = project_ids[0] if project_ids else None
 
     display_name = f"{user.first_name} {user.last_name}".strip() or user.casdoor_id
@@ -155,26 +186,40 @@ async def context_from_claims(claims: dict, db: AsyncSession) -> UserContext:
         project_id=project_id,
         project_ids=project_ids,
         display_name=display_name,
+        panels=panels,
+        member_project_ids=member_project_ids,
     )
 
 
 async def pm_project_ids(db: AsyncSession, user: User) -> list:
-    """Every project id managed by the given PM user (oldest first)."""
+    """Every project id managed or assigned to the given PM/supervisor user (oldest first)."""
-    rows = (
+    pm_rows = (
         await db.execute(
             select(Project.id)
             .where(Project.pm_user_id == user.id)
             .order_by(Project.created_at, Project.id)
         )
     ).scalars().all()
-    return list(rows)
+    member_rows = (
+        await db.execute(
+            select(UserProjectMembership.project_id)
+            .where(UserProjectMembership.user_id == user.id)
+            .order_by(UserProjectMembership.created_at)
+        )
+    ).scalars().all()
+    return list(dict.fromkeys(list(pm_rows) + list(member_rows)))
 
 
-async def get_optional_user(request: Request, db: AsyncSession) -> UserContext | None:
+async def get_optional_user(request: Request, db: AsyncSession | None = None) -> UserContext | None:
     """Resolve the caller from the Casdoor Bearer token, or None when absent.
 
     Raises UnauthorizedError for a present-but-invalid token; callers decide
     their own fallback only for the no-token case (e.g. dev headers).
+
+    IMPORTANT: when ``db`` is omitted (pure auth-dependency usage), a
+    short-lived session of its own is used — querying the REQUEST session
+    here would auto-begin its transaction and break endpoints that open
+    explicit ``async with db.begin()`` blocks afterwards.
     """
     auth = request.headers.get("authorization", "")
     if not auth.lower().startswith("bearer "):
@@ -182,13 +227,22 @@ async def get_optional_user(request: Request, db: AsyncSession) -> UserContext |
     token = auth.split(" ", 1)[1].strip()
     if not token:
         return None
+    if db is None:
+        async with AsyncSessionLocal() as own_session:
+            claims = await _verify_token(token)
+            return await context_from_claims(claims, own_session)
     claims = await _verify_token(token)
     return await context_from_claims(claims, db)
 
 
-async def get_current_user(request: Request, db: AsyncSession = Depends(get_db)) -> UserContext:
+async def get_current_user(request: Request) -> UserContext:
-    """Require a valid Casdoor token (401 missing/invalid; 403 unprovisioned)."""
+    """Require a valid Casdoor token (401 missing/invalid; 403 unprovisioned).
-    ctx = await get_optional_user(request, db)
+
+    Resolves the user in its own session (see get_optional_user) so the
+    global auth dependency never interferes with an endpoint's explicit
+    transaction handling.
+    """
+    ctx = await get_optional_user(request)
     if ctx is None:
         raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     if ctx.role is None:
@@ -203,3 +257,31 @@ def require_role(*roles: str):
             raise ForbiddenError("دسترسی به این بخش برای نقش شما مجاز نیست")
         return ctx
     return _dep
+
+
+def require_procurement_writer():
+    """نوشتن در پنل تدارکات — ادمین، پنل تدارکات 'full'، یا نقش میراث مدیر تدارکات
+    (دوره مهاجرت از مدل نقش به مدل پنل)."""
+
+    async def _dep(ctx: UserContext = Depends(get_current_user)) -> UserContext:
+        if ctx.role in ("admin", "procurement_manager"):
+            return ctx
+        if (ctx.panels or {}).get("procurement") == "full":
+            return ctx
+        raise ForbiddenError("دسترسی نوشتن در پنل تدارکات را ندارید")
+
+    return _dep
+
+
+def allow_quote_create():
+    """افزودن استعلام — علاوه بر «نوشتن»، پنل تدارکات 'limited' هم مجاز است
+    (محدود به پروژه‌های عضویت؛ اعتبارسنجی عضویت در خود endpoint انجام می‌شود)."""
+
+    async def _dep(ctx: UserContext = Depends(get_current_user)) -> UserContext:
+        if ctx.role in ("admin", "procurement_manager"):
+            return ctx
+        if (ctx.panels or {}).get("procurement") in ("full", "limited"):
+            return ctx
+        raise ForbiddenError("دسترسی افزودن استعلام ندارید")
+
+    return _dep

backend/app/config.py

@@ -1,7 +1,14 @@
 """Application configuration.
 
 All settings can be overridden with environment variables prefixed with
-``PROCUREMENT_`` (e.g. ``PROCUREMENT_DATABASE_URL=...``) or a local ``.env`` file.
+``PROCUREMENT_`` (e.g. ``PROCUREMENT_DATABASE_URL=...``) or a local ``.env``
+file. The docker-compose files inject them from the git-ignored ``.env`` —
+real credentials never live in this repository.
+
+``ENVIRONMENT`` is the safety switch: when it is ``"prod"``, the API runs
+fail-fast startup checks (see app.main._verify_production_settings) that
+refuse to boot with wildcard CORS, default credentials or dev login
+enabled.
 """
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
@@ -14,7 +21,10 @@ class Settings(BaseSettings):
         extra="ignore",
     )
 
-    # PostgreSQL DSN — the schema (migration.sql + seed.sql) must already exist.
+    # "dev" (local defaults allowed) | "prod" (fail-fast checks on startup).
+    ENVIRONMENT: str = "dev"
+
+    # PostgreSQL DSN — the schema (migration.sql) must already exist.
     DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/procurement"
 
     # Echo SQL statements to the console (dev aid).
@@ -22,12 +32,17 @@ class Settings(BaseSettings):
 
     # MinIO object storage — invoice / proforma attachments (S3-compatible).
     # Endpoint is the compose service name (`minio:9000`) inside Docker.
+    # Defaults are LOCAL DEV ONLY — production values come from .env and the
+    # prod startup checks reject them.
     MINIO_ENDPOINT: str = "localhost:9000"
     MINIO_ACCESS_KEY: str = "minioadmin"
     MINIO_SECRET_KEY: str = "minioadmin"
     MINIO_BUCKET: str = "procurement-files"
     MINIO_SECURE: bool = False
 
+    # Security token for standalone wizard review URL (must match bot)
+    DRAFT_TOKEN_SECRET: str = "procurement-draft-secret-change-in-prod-v7"
+
     # Background auto-expiry of offered quotes whose expiry_date has passed.
     AUTO_EXPIRE_ENABLED: bool = True
     AUTO_EXPIRE_INTERVAL_SECONDS: int = 3600
@@ -36,27 +51,54 @@ class Settings(BaseSettings):
     DEFAULT_PAGE_SIZE: int = 20
     MAX_PAGE_SIZE: int = 100
 
-    # CORS (dev-friendly default; the frontend is a static site).
+    # CORS — comma-separated exact browser origins (NOT "*" with
-    CORS_ORIGINS: list[str] = ["*"]
+    # credentials; the prod checks reject wildcard). Example:
+    # PROCUREMENT_CORS_ORIGINS=https://aramesh.bennu-api-bahrestan.ir
+    CORS_ORIGINS: str = "http://localhost,http://localhost:3000,http://localhost:5173"
+
+    # Developer Mode: in-page dev login panel (frontend build arg) AND the
+    # X-User-Role / X-User-Name-B64 header identity fallback in the
+    # inventory/pm routers. MUST stay false in production.
+    DEV_LOGIN_ENABLED: bool = False
 
     # Casdoor (OIDC) — JWT verification against the issuer's JWKS.
     CASDOOR_ENDPOINT: str = "http://localhost:8080"
     CASDOOR_ISSUER: str = ""  # expected token iss claim (default: CASDOOR_ENDPOINT)
     CASDOOR_CLIENT_ID: str = "inventory-app-client"
-    CASDOOR_CLIENT_SECRET: str = "inventory-app-secret-2026"
+    CASDOOR_CLIENT_SECRET: str = ""  # no default secret — set via env/.env
     CASDOOR_ORGANIZATION: str = "inventory"
     CASDOOR_APP_NAME: str = "inventory-app"
     CASDOOR_JWKS_URL: str = ""  # default: {endpoint}/api/public_jwks
     CASDOOR_AUDIENCE: str = "inventory-app-client"  # expected token aud (falls back to client_id)
 
     # Casdoor console admin — used by POST /users/sync to mirror Casdoor
-    # identities into the app's users table (dev defaults: admin / 123).
+    # identities into the app's users table. No default password.
     CASDOOR_ADMIN_USER: str = "admin"
-    CASDOOR_ADMIN_PASSWORD: str = "123"
+    CASDOOR_ADMIN_PASSWORD: str = ""
 
-    # Inventory dev fallback (only when no Authorization header is sent).
+    # Inventory dev fallback defaults (only used when DEV_LOGIN_ENABLED).
     INVENTORY_DEFAULT_ROLE: str = "pm"
     INVENTORY_DEFAULT_PROJECT_ID: str = ""
 
+    # ---- Observability (Phase 2) -------------------------------------------
+    # "text" (human console) | "json" (JSON lines for Loki/Promtail).
+    LOG_FORMAT: str = "text"
+    # Sentry/GlitchTip DSN — backend exception capture (empty = disabled).
+    SENTRY_DSN: str = ""
+    SENTRY_TRACES_SAMPLE_RATE: float = 0.0
+    # OpenPanel server-side event ingestion (empty = disabled).
+    OPENPANEL_API_URL: str = ""      # e.g. http://openpanel-api:8080 (self-hosted)
+    OPENPANEL_CLIENT_ID: str = ""
+    OPENPANEL_CLIENT_SECRET: str = ""
+
+    @property
+    def cors_origin_list(self) -> list[str]:
+        """Comma-separated CORS_ORIGINS → list for CORSMiddleware."""
+        return [o.strip() for o in self.CORS_ORIGINS.split(",") if o.strip()]
+
+    @property
+    def is_prod(self) -> bool:
+        return self.ENVIRONMENT.lower() == "prod"
+
 
 settings = Settings()

backend/app/db/init_db.py

@@ -18,28 +18,9 @@ logger = logging.getLogger(__name__)
 
 _DASHBOARD_DDL = [
     # One reference unit per category (units.html «واحد مرجع هر دسته»)
-    """
-    CREATE TABLE IF NOT EXISTS category_reference_units (
-        id          UUID        NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
-        category_id UUID        NOT NULL UNIQUE REFERENCES material_categories(id) ON DELETE CASCADE,
-        ref_unit    TEXT        NOT NULL,
-        updated_at  TIMESTAMPTZ NOT NULL DEFAULT now()
-    )
-    """,
     # Brand-scoped / category-scoped conversions: 1 from_unit = factor × to_unit.
     # UNIQUE must treat brand NULL as a concrete value (PG treats NULLs as distinct).
     """
-    CREATE TABLE IF NOT EXISTS unit_conversions (
-        id          UUID           NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
-        category_id UUID           NOT NULL REFERENCES material_categories(id) ON DELETE CASCADE,
-        brand       TEXT,
-        from_unit   TEXT           NOT NULL,
-        to_unit     TEXT           NOT NULL,
-        factor      NUMERIC(18,6)  NOT NULL,
-        updated_at  TIMESTAMPTZ    NOT NULL DEFAULT now()
-    )
-    """,
-    """
     CREATE UNIQUE INDEX IF NOT EXISTS uq_unit_conversion
         ON unit_conversions (category_id, COALESCE(brand, ''), from_unit, to_unit)
     """,
@@ -193,7 +174,7 @@ _V26_DDL = [
     """,
     """
     DO $$ BEGIN
-        CREATE TYPE user_role AS ENUM ('pm', 'procurement_manager', 'admin');
+        CREATE TYPE user_role AS ENUM ('pm', 'procurement_manager', 'admin', 'supervisor');
     EXCEPTION WHEN duplicate_object THEN NULL; END $$
     """,
     """
@@ -266,6 +247,7 @@ _V26_DDL = [
         physical_qty          NUMERIC(18,6),
         transfer_pair_id      UUID,
         performed_by          TEXT,
+        delivered_to          TEXT,
         transaction_date      TIMESTAMPTZ                  NOT NULL DEFAULT now(),
         note                  TEXT,
         created_at            TIMESTAMPTZ                  NOT NULL DEFAULT now()
@@ -277,6 +259,9 @@ _V26_DDL = [
     """
     CREATE INDEX IF NOT EXISTS idx_inventory_tx_warehouse_date ON inventory_transactions (warehouse_id, transaction_date)
     """,
+    """
+    ALTER TABLE inventory_transactions ADD COLUMN IF NOT EXISTS delivered_to TEXT
+    """,
     # suppliers.categories JSONB (v2.4 runtime) is replaced by suppliers.category_id — drop it.
     """
     ALTER TABLE suppliers DROP COLUMN IF EXISTS categories
@@ -345,6 +330,18 @@ BASE_UNITS: list[dict] = [
     {"code": "m", "name_fa": "متر", "dimension": "length", "si_factor": 1, "is_base": True},
     {"code": "bag", "name_fa": "کیسه", "dimension": "count", "si_factor": 1, "is_base": False},
     {"code": "ton", "name_fa": "تن", "dimension": "mass", "si_factor": 1000, "is_base": False},
+    {"code": "g", "name_fa": "گرم", "dimension": "mass", "si_factor": 0.001, "is_base": False},
+    {"code": "kpiece", "name_fa": "هزار عدد", "dimension": "count", "si_factor": 1000, "is_base": False},
+]
+
+# تبدیل‌های ثابت جهانی («تبدیل‌های ثابت — همه متریال‌ها») — ضرایب استاندارد و
+# فراگیر که در هر استارت‌آپ به‌صورت idempotent ذخیره می‌شوند. کلید یکتا:
+# (from_unit, to_unit)؛ مقدار فیلدها، نام نمایشی فارسی واحد است — همان
+# قالبی که فرانت‌اند در standard_conversions می‌نویسد.
+STANDARD_CONVERSIONS: list[dict] = [
+    {"from_unit": "تن", "to_unit": "کیلوگرم", "factor": 1000},
+    {"from_unit": "کیلوگرم", "to_unit": "گرم", "factor": 1000},
+    {"from_unit": "هزار عدد", "to_unit": "عدد", "factor": 1000},
 ]
 
 
@@ -379,16 +376,253 @@ async def ensure_v26(engine: AsyncEngine) -> None:
             "VALUES (:code, :name_fa, :dimension, :si_factor, :is_base) ON CONFLICT (code) DO NOTHING",
             u,
         )
-    # v2.5 automation triggers (idempotent — DROP + CREATE keeps them in sync).
+    # Seed the global fixed conversions (idempotent — unique key from/to unit).
+    for c in STANDARD_CONVERSIONS:
+        await run_statement(
+            "INSERT INTO standard_conversions (from_unit, to_unit, factor) "
+            "VALUES (:from_unit, :to_unit, :factor) "
+            "ON CONFLICT (from_unit, to_unit) DO NOTHING",
+            c,
+        )
+    # v2.5/v2.6 category decoupling from materials: drop the old supplier-derived
+    # trigger/function. The `materials.category_id` COLUMN is NOT dropped here
+    # anymore — v2.8 re-introduces it (topic-backfilled) for the dashboard's
+    # Category→Material filter cascade (see ensure_dashboard_schema below).
     await run_statement("DROP TRIGGER IF EXISTS trg_supplier_materials_derive_category ON supplier_materials")
-    await run_statement("""
+    await run_statement("DROP FUNCTION IF EXISTS fn_derive_material_category()")
-        CREATE TRIGGER trg_supplier_materials_derive_category
+
-            AFTER INSERT ON supplier_materials
-            FOR EACH ROW EXECUTE FUNCTION fn_derive_material_category()
-    """)
     await run_statement("DROP TRIGGER IF EXISTS trg_item_decisions_sync_price ON item_decisions")
     await run_statement("""
         CREATE TRIGGER trg_item_decisions_sync_price
             AFTER INSERT OR UPDATE OF status ON item_decisions
             FOR EACH ROW EXECUTE FUNCTION fn_sync_last_quoted_price()
     """)
+
+
+async def ensure_drop_category_tables(engine: AsyncEngine) -> None:
+    """v2.7 follow-up: the category taxonomy is reduced to a supplier label.
+
+    These three tables backed features that were never populated (0 rows on every
+    volume): per-category reference units and conversion factors (the
+    per-reference-unit price line) and the category -> attribute mapping. Dropping
+    them is idempotent and loses no data. material_categories itself stays — every
+    supplier carries one as its label.
+    """
+    async with engine.begin() as conn:
+        await conn.execute(text(
+            "DROP TABLE IF EXISTS category_attributes, category_reference_units, unit_conversions CASCADE"
+        ))
+    logger.info("category taxonomy tables dropped (attributes / ref units / conversions)")
+
+
+async def ensure_rbac_schema(engine: AsyncEngine) -> None:
+    """Panel-access schema (pm branch): users.username, projects planning
+    columns, user_panels and user_project_members. Idempotent; safe on any
+    volume — the RBAC model expects these and login 500s without them."""
+    stmts = (
+        "ALTER TABLE users ADD COLUMN IF NOT EXISTS username TEXT",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS location TEXT DEFAULT ''",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS project_manager TEXT DEFAULT ''",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS planned_start DATE",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS planned_end DATE",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS actual_start DATE",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS actual_end DATE",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS status TEXT DEFAULT 'ACTIVE'",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS progress DOUBLE PRECISION DEFAULT 0.0",
+        "ALTER TABLE projects ADD COLUMN IF NOT EXISTS updated_at TIMESTAMPTZ DEFAULT now()",
+        """
+        CREATE TABLE IF NOT EXISTS user_panels (
+            id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+            panel TEXT NOT NULL,
+            level TEXT NOT NULL,
+            created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+            CONSTRAINT uq_user_panel UNIQUE (user_id, panel)
+        )
+        """,
+        "CREATE INDEX IF NOT EXISTS ix_user_panels_user_id ON user_panels(user_id)",
+        """
+        CREATE TABLE IF NOT EXISTS user_project_members (
+            id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+            user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+            project_id UUID NOT NULL REFERENCES projects(id) ON DELETE CASCADE,
+            created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+            CONSTRAINT uq_user_project_member UNIQUE (user_id, project_id)
+        )
+        """,
+        "CREATE INDEX IF NOT EXISTS ix_user_project_members_user_id ON user_project_members(user_id)",
+        "CREATE INDEX IF NOT EXISTS ix_user_project_members_project_id ON user_project_members(project_id)",
+    )
+    async with engine.begin() as conn:
+        for stmt in stmts:
+            await conn.execute(text(stmt))
+    logger.info("RBAC schema ensured (username / project columns / user_panels / user_project_members)")
+
+
+async def ensure_audit_table(engine: AsyncEngine) -> None:
+    """v2.7: general activity trail (audit_log). Idempotent; safe on any volume."""
+    ddl = """
+    CREATE TABLE IF NOT EXISTS audit_log (
+        id          UUID        NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
+        occurred_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        actor       TEXT,
+        action      TEXT        NOT NULL,
+        entity      TEXT        NOT NULL,
+        entity_id   TEXT,
+        details     JSONB       NOT NULL DEFAULT '{}'
+    )
+    """
+    indexes = (
+        "CREATE INDEX IF NOT EXISTS idx_audit_log_entity ON audit_log(entity, entity_id)",
+        "CREATE INDEX IF NOT EXISTS idx_audit_log_occurred ON audit_log(occurred_at DESC)",
+    )
+    async with engine.begin() as conn:
+        await conn.execute(text(ddl))
+        for stmt in indexes:
+            await conn.execute(text(stmt))
+    logger.info("audit_log table ensured")
+
+
+async def ensure_bot_drafts_table(engine: AsyncEngine) -> None:
+    """Ensure bot_drafts table and indexes exist for Bale bot quote sync."""
+    ddl = """
+    CREATE TABLE IF NOT EXISTS bot_drafts (
+        id                  UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id             BIGINT NOT NULL,
+        kind                VARCHAR(16) NOT NULL,
+        payload             JSONB NOT NULL DEFAULT '{}'::jsonb,
+        missing             JSONB,
+        status              VARCHAR(16) NOT NULL DEFAULT 'active',
+        source              VARCHAR(16),
+        source_message_id   BIGINT,
+        review_message_id   BIGINT,
+        last_bale_update_at TIMESTAMPTZ,
+        created_at          TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at          TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """
+    indexes = (
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_id ON bot_drafts(chat_id)",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_status ON bot_drafts(chat_id, status)",
+        "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS last_bale_update_at TIMESTAMPTZ",
+        "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS source_message_id BIGINT",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_review_msg ON bot_drafts(review_message_id)",
+        "CREATE INDEX IF NOT EXISTS ix_bot_drafts_source_msg ON bot_drafts(source_message_id)",
+    )
+    async with engine.begin() as conn:
+        await conn.execute(text(ddl))
+        for stmt in indexes:
+            await conn.execute(text(stmt))
+    logger.info("bot_drafts table ensured")
+
+
+async def ensure_project_transfers_table(engine: AsyncEngine) -> None:
+    """Create (if missing) the project_transfers table for inter-site transfers. Safe on any volume."""
+    ddl = """
+    CREATE TABLE IF NOT EXISTS project_transfers (
+        id                  UUID            NOT NULL DEFAULT gen_random_uuid() PRIMARY KEY,
+        from_project_id     UUID            NOT NULL REFERENCES projects(id) ON DELETE RESTRICT,
+        from_warehouse_id   UUID            NOT NULL REFERENCES warehouses(id) ON DELETE RESTRICT,
+        to_project_id       UUID            NOT NULL REFERENCES projects(id) ON DELETE RESTRICT,
+        material_id         UUID            NOT NULL REFERENCES materials(id) ON DELETE RESTRICT,
+        brand_id            UUID            REFERENCES brands(id) ON DELETE SET NULL,
+        unit_id             INTEGER         NOT NULL REFERENCES units(id) ON DELETE RESTRICT,
+        quantity            NUMERIC(18,6)   NOT NULL CHECK (quantity > 0),
+        specs               JSONB           NOT NULL DEFAULT '{}'::jsonb,
+        specs_hash          TEXT            NOT NULL DEFAULT 'default',
+        note                TEXT,
+        status              TEXT            NOT NULL DEFAULT 'in_transit' CHECK (status IN ('in_transit', 'received', 'cancelled')),
+        out_transaction_id  UUID            REFERENCES inventory_transactions(id) ON DELETE SET NULL,
+        transfer_date       TIMESTAMPTZ     NOT NULL DEFAULT now(),
+        transferred_by      TEXT,
+        received_at         TIMESTAMPTZ,
+        received_by         TEXT,
+        to_warehouse_id     UUID            REFERENCES warehouses(id) ON DELETE SET NULL,
+        receipt_allocations JSONB,
+        created_at          TIMESTAMPTZ     NOT NULL DEFAULT now(),
+        updated_at          TIMESTAMPTZ     NOT NULL DEFAULT now()
+    )
+    """
+    indexes = (
+        "CREATE INDEX IF NOT EXISTS idx_project_transfers_from ON project_transfers(from_project_id, status)",
+        "CREATE INDEX IF NOT EXISTS idx_project_transfers_to ON project_transfers(to_project_id, status)",
+        "DROP TRIGGER IF EXISTS trg_project_transfers_updated_at ON project_transfers",
+        """
+        CREATE TRIGGER trg_project_transfers_updated_at
+            BEFORE UPDATE ON project_transfers
+            FOR EACH ROW EXECUTE FUNCTION set_updated_at()
+        """,
+    )
+    async with engine.begin() as conn:
+        await conn.execute(text(ddl))
+        for stmt in indexes:
+            await conn.execute(text(stmt))
+    logger.info("project_transfers table ensured")
+
+# ---------------------------------------------------------------------------
+# v2.8 — MVP dashboard schema: materials.category_id + reporting indexes
+# The dashboard's «What» filter cascade (Category → Material → Brand → Specs)
+# needs a real materials.category_id link. v2.6 had deliberately dropped the
+# old supplier-derived column; this is a fresh, topic-backfilled link
+# (nullable — a material may stay uncategorized). The rest is B-tree index
+# coverage for the aggregation queries in services/dashboard_service.py.
+# Runs AFTER ensure_v26 so the 8 fixed categories always exist for the
+# backfill. Every statement is idempotent.
+# ---------------------------------------------------------------------------
+
+_DASHBOARD_SCHEMA_DDL = [
+    # Fresh column (inline FK names the constraint materials_category_id_fkey,
+    # matching the DO-block guard below for volumes that predate v2.8).
+    """
+    ALTER TABLE materials ADD COLUMN IF NOT EXISTS category_id UUID REFERENCES material_categories(id) ON DELETE SET NULL
+    """,
+    # Backfill from the legacy Persian topic text (NULL stays NULL — the UI
+    # groups those under «بدون دسته»).
+    """
+    UPDATE materials SET category_id = mc.id
+    FROM material_categories mc
+    WHERE materials.topic = mc.name AND materials.category_id IS NULL
+    """,
+    # FK for the (rare) volume that already had the column without it.
+    """
+    DO $$ BEGIN
+        ALTER TABLE materials ADD CONSTRAINT materials_category_id_fkey
+            FOREIGN KEY (category_id) REFERENCES material_categories(id) ON DELETE SET NULL;
+    EXCEPTION WHEN duplicate_object THEN NULL; END $$
+    """,
+    "CREATE INDEX IF NOT EXISTS idx_materials_category ON materials(category_id)",
+    # Drill-down / PM scoping: every dashboard query filters through it.
+    "CREATE INDEX IF NOT EXISTS idx_warehouses_project ON warehouses(project_id)",
+    # Daily flow + daily control (date-range aggregation).
+    "CREATE INDEX IF NOT EXISTS idx_inventory_tx_date ON inventory_transactions(transaction_date)",
+    # Type slices (withdrawal / return / waste) inside a date range.
+    "CREATE INDEX IF NOT EXISTS idx_inventory_tx_type_date ON inventory_transactions(transaction_type, transaction_date)",
+    # Funnel cumulative counts + lead-time average (partial — tiny & hot).
+    "CREATE INDEX IF NOT EXISTS idx_quotes_accepted ON quotes(accepted_date) WHERE accepted_date IS NOT NULL",
+    "CREATE INDEX IF NOT EXISTS idx_quotes_arrived ON quotes(arrived_date) WHERE arrived_date IS NOT NULL",
+    # Funnel per-status counts (existing composite leads with supplier_id).
+    "CREATE INDEX IF NOT EXISTS idx_quotes_status ON quotes(status)",
+    # Project-density workload grouping.
+    "CREATE INDEX IF NOT EXISTS idx_item_decisions_project ON item_decisions(project_id)",
+    # Receipt-level arrival reporting.
+    "CREATE INDEX IF NOT EXISTS idx_item_receipts_received ON item_receipts(received_at)",
+    # «What»-filtered stock scans across warehouses (existing composites lead
+    # with warehouse_id, useless for a bare material/brand filter).
+    "CREATE INDEX IF NOT EXISTS idx_inventory_material_brand ON inventory(material_id, brand_id)",
+]
+
+
+async def ensure_dashboard_schema(engine: AsyncEngine) -> None:
+    """v2.8: materials.category_id (+ backfill) + dashboard reporting indexes.
+
+    Statement-per-transaction like ensure_v26: one failure can never block
+    the rest of the upgrade. Safe to call on every startup.
+    """
+    for ddl in _DASHBOARD_SCHEMA_DDL:
+        try:
+            async with engine.begin() as conn:
+                await conn.execute(text(ddl))
+        except Exception:  # pragma: no cover - pre-existing data conflicts
+            first_line = ddl.splitlines()[0][:100] if ddl.splitlines() else ddl[:100]
+            logger.exception("dashboard schema statement skipped (continuing): %s", first_line)
+    logger.info("dashboard schema ensured (materials.category_id + reporting indexes)")

backend/app/main.py

@@ -7,30 +7,60 @@
 """
 import asyncio
 import logging
+import uuid
 from contextlib import asynccontextmanager
 
-from fastapi import FastAPI, Request
+import httpx
+from fastapi import Depends, FastAPI, Request
 from fastapi.exceptions import RequestValidationError
 from fastapi.middleware.cors import CORSMiddleware
 from fastapi.responses import JSONResponse
+from prometheus_fastapi_instrumentator import Instrumentator
+from slowapi import _rate_limit_exceeded_handler
+from slowapi.errors import RateLimitExceeded
+from sqlalchemy import text as sql_text
 from sqlalchemy.exc import IntegrityError
 
+from app.auth import get_current_user
 from app.config import settings
 from app.db.engine import AsyncSessionLocal, engine
 from app.db.init_db import (
     ensure_attachment_table,
+    ensure_audit_table,
+    ensure_bot_drafts_table,
+    ensure_dashboard_schema,
+    ensure_drop_category_tables,
     ensure_dashboard_tables,
     ensure_material_topic_column,
     ensure_quote_projects,
+    ensure_rbac_schema,
+    ensure_project_transfers_table,
     ensure_v26,
 )
+from app.observability import RequestContextMiddleware, setup_logging
 from app.routers import ROUTERS
 from app.services.quote_service import auto_expire_quotes
 from app.utils.errors import AppError
+from app.utils.ratelimit import limiter
 
-logging.basicConfig(level=logging.INFO, format="%(asctime)s %(levelname)s %(name)s — %(message)s")
+setup_logging(settings.LOG_FORMAT)
 logger = logging.getLogger("procurement")
 
+if settings.SENTRY_DSN:
+    # GlitchTip/Sentry exception capture — after setup_logging so the SDK's
+    # own logs go through our formatter too. Disabled entirely without a DSN.
+    import sentry_sdk
+    from sentry_sdk.integrations.fastapi import FastApiIntegration
+
+    sentry_sdk.init(
+        dsn=settings.SENTRY_DSN,
+        environment=settings.ENVIRONMENT,
+        traces_sample_rate=settings.SENTRY_TRACES_SAMPLE_RATE,
+        integrations=[FastApiIntegration()],
+        send_default_pii=False,
+    )
+    logger.info("Sentry/GlitchTip exception capture enabled")
+
 API_V1_PREFIX = "/api/v1"
 
 
@@ -45,13 +75,46 @@ async def _auto_expire_loop() -> None:
             logger.exception("Auto-expiry pass failed")
 
 
+def _verify_production_settings() -> None:
+    """Fail-fast guard: refuse to boot in prod with dev defaults.
+
+    These exact misconfigurations are what previously shipped (wildcard CORS
+    with credentials, default MinIO/Postgres/Casdoor credentials, and the
+    always-on X-User-Role identity fallback). Ops fix: set the real values
+    in the server-side .env — see docs/SECRET-MANAGEMENT.md.
+    """
+    problems: list[str] = []
+    if not settings.cors_origin_list or "*" in settings.cors_origin_list:
+        problems.append("PROCUREMENT_CORS_ORIGINS must list exact origins (no '*')")
+    if settings.MINIO_ACCESS_KEY == "minioadmin" or settings.MINIO_SECRET_KEY == "minioadmin":
+        problems.append("MinIO credentials are still the default minioadmin")
+    if not settings.CASDOOR_CLIENT_SECRET:
+        problems.append("PROCUREMENT_CASDOOR_CLIENT_SECRET is not set")
+    if not settings.CASDOOR_ADMIN_PASSWORD:
+        problems.append("PROCUREMENT_CASDOOR_ADMIN_PASSWORD is not set")
+    if settings.DEV_LOGIN_ENABLED:
+        problems.append("PROCUREMENT_DEV_LOGIN_ENABLED must be false in production")
+    if problems:
+        raise RuntimeError(
+            "Refusing to start in production — fix the environment:\n  - " + "\n  - ".join(problems)
+        )
+
+
 @asynccontextmanager
 async def lifespan(_app: FastAPI):
+    if settings.is_prod:
+        _verify_production_settings()
     await ensure_dashboard_tables(engine)
     await ensure_attachment_table(engine)
     await ensure_material_topic_column(engine)
     await ensure_quote_projects(engine)
     await ensure_v26(engine)
+    await ensure_rbac_schema(engine)
+    await ensure_dashboard_schema(engine)
+    await ensure_audit_table(engine)
+    await ensure_drop_category_tables(engine)
+    await ensure_bot_drafts_table(engine)
+    await ensure_project_transfers_table(engine)
     task = asyncio.create_task(_auto_expire_loop()) if settings.AUTO_EXPIRE_ENABLED else None
     try:
         yield
@@ -74,11 +137,21 @@ app = FastAPI(
 
 app.add_middleware(
     CORSMiddleware,
-    allow_origins=settings.CORS_ORIGINS,
+    allow_origins=settings.cors_origin_list,
     allow_credentials=True,
     allow_methods=["*"],
     allow_headers=["*"],
 )
+app.add_middleware(RequestContextMiddleware)
+
+# Rate limiting — login brute-force brake (edge rate limit lives in Traefik).
+app.state.limiter = limiter
+app.add_exception_handler(RateLimitExceeded, _rate_limit_exceeded_handler)
+
+# Prometheus /metrics (requests, latency, errors) — mounted at app level,
+# outside the authenticated /api/v1 prefix; scrape target for the
+# monitoring stack.
+Instrumentator().instrument(app).expose(app, endpoint="/metrics", include_in_schema=False)
 
 
 # ---------------------------------------------------------------------------
@@ -119,6 +192,7 @@ def _fa_validation_msg(msg: str) -> str:
 
 @app.exception_handler(RequestValidationError)
 async def validation_error_handler(_request: Request, exc: RequestValidationError):
+    logger.warning("RequestValidationError on %s: %s", _request.url.path, exc.errors())
     first = exc.errors()[0]
     loc = [str(part) for part in first.get("loc", []) if part not in ("body", "query", "path")]
     field = ".".join(loc) if loc else None
@@ -157,11 +231,81 @@ async def unhandled_error_handler(_request: Request, exc: Exception):
 # ---------------------------------------------------------------------------
 # Routes
 # ---------------------------------------------------------------------------
+# JWT auth is required on EVERY router; the auth router stays public
+# (POST /auth/login issues the tokens) and /health lives below, outside the
+# /api/v1 prefix. Routers with their own finer-grained scopes (inventory,
+# pm, users) keep them — the global dependency guarantees nothing is open
+# by omission.
+from app.routers.auth import router as _auth_router  # noqa: E402
+# The files router enforces its own access check per route: a browser cannot
+# attach an Authorization header to <iframe>/<img> loads, so the two file GET
+# routes accept a short-lived signed ?t= token as well as a Bearer session.
+from app.routers.files import router as _files_router  # noqa: E402
+from app.routers.drafts import router as _drafts_router  # noqa: E402
 
 for router in ROUTERS:
-    app.include_router(router, prefix=API_V1_PREFIX)
+    if router is _auth_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    elif router is _files_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    elif router is _drafts_router:
+        app.include_router(router, prefix=API_V1_PREFIX)
+    else:
+        app.include_router(router, prefix=API_V1_PREFIX, dependencies=[Depends(get_current_user)])
 
 
 @app.get("/health", tags=["system"])
 async def health():
     return {"status": "ok", "service": "procurement-api"}
+
+
+async def _check_db() -> bool:
+    try:
+        async with AsyncSessionLocal() as session:
+            await session.execute(sql_text("SELECT 1"))
+        return True
+    except Exception:
+        logger.exception("readiness: database check failed")
+        return False
+
+
+async def _check_minio() -> bool:
+    try:
+        from app.services.storage import get_client
+
+        get_client().bucket_exists(settings.MINIO_BUCKET)
+        return True
+    except Exception:
+        logger.exception("readiness: MinIO check failed")
+        return False
+
+
+async def _check_casdoor() -> bool:
+    try:
+        async with httpx.AsyncClient(timeout=5) as client:
+            resp = await client.get(
+                settings.CASDOOR_JWKS_URL or f"{settings.CASDOOR_ENDPOINT}/.well-known/jwks"
+            )
+            return resp.status_code == 200
+    except Exception:
+        logger.exception("readiness: Casdoor JWKS check failed")
+        return False
+
+
+@app.get("/health/ready", tags=["system"])
+async def health_ready():
+    """Readiness: verifies the dependencies the API actually needs.
+
+    The deploy webhook polls this after a rebuild, so a deploy that breaks
+    the DB/MinIO/Casdoor connectivity is visible immediately.
+    """
+    checks = {
+        "database": await _check_db(),
+        "minio": await _check_minio(),
+        "casdoor": await _check_casdoor(),
+    }
+    ok = all(checks.values())
+    return JSONResponse(
+        status_code=200 if ok else 503,
+        content={"status": "ok" if ok else "degraded", "service": "procurement-api", "checks": checks},
+    )

backend/app/models/__init__.py

@@ -1,5 +1,6 @@
 """ORM models — import order matters only for registration in Base.metadata."""
 from app.db.base import Base
+from app.models.audit import AuditLog
 from app.models.catalog import (
     AttributeDefinition,
     Brand,
@@ -31,6 +32,8 @@ from app.models.procurement import (
     TermsheetScheduleStep,
 )
 
+from app.models.project_transfer import ProjectTransfer
+
 __all__ = [
     "Base",
     "Unit",
@@ -59,4 +62,5 @@ __all__ = [
     "ItemDecision",
     "ItemReceipt",
     "QuoteAttachment",
+    "ProjectTransfer",
 ]

backend/app/models/audit.py

@@ -0,0 +1,19 @@
+"""Audit log model — general activity trail (v2.7)."""
+import uuid
+
+from sqlalchemy import Column, DateTime, String, Text, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID
+
+from app.db.base import Base
+
+
+class AuditLog(Base):
+    __tablename__ = "audit_log"
+
+    id = Column(UUID(as_uuid=True), primary_key=True, default=uuid.uuid4)
+    occurred_at = Column(DateTime(timezone=True), nullable=False, server_default=func.now())
+    actor = Column(Text, nullable=True)  # display name of the authenticated user
+    action = Column(String(64), nullable=False)  # e.g. "user.role_changed"
+    entity = Column(String(64), nullable=False)  # e.g. "user", "inventory_tx"
+    entity_id = Column(Text, nullable=True)
+    details = Column(JSONB, nullable=False, server_default="{}")

backend/app/models/catalog.py

@@ -130,16 +130,18 @@ class CategoryAttribute(Base):
 
 class Material(Base):
     __tablename__ = "materials"
-    # v2.5/2.6: name is GLOBALLY unique; category_id is nullable + derived.
+    # v2.6/v2.7: name is GLOBALLY unique; v2.8 re-links materials to the
+    # category taxonomy for the dashboard filter cascade (nullable — backfill
+    # from the legacy `topic` text runs in init_db.ensure_dashboard_schema).
     __table_args__ = (UniqueConstraint("name", name="uq_material_name"),)
     __mapper_args__ = {"eager_defaults": True}
 
     id: Mapped[uuid.UUID] = _uuid_pk()
-    category_id: Mapped[uuid.UUID | None] = mapped_column(
-        ForeignKey("material_categories.id", ondelete="RESTRICT")
-    )
     name: Mapped[str] = mapped_column(Text, nullable=False)
     topic: Mapped[str | None] = mapped_column(Text)  # تاپیک جلوی برنامه (Persian) — legacy
+    category_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("material_categories.id", ondelete="SET NULL")
+    )
     canonical_unit_id: Mapped[int] = mapped_column(
         ForeignKey("units.id", ondelete="RESTRICT"), nullable=False
     )
@@ -149,8 +151,8 @@ class Material(Base):
         DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
     )
 
-    category: Mapped["MaterialCategory | None"] = relationship(lazy="raise")
     canonical_unit: Mapped["Unit"] = relationship(lazy="raise")
+    category: Mapped["MaterialCategory | None"] = relationship(lazy="raise")
     attribute_values: Mapped[list["MaterialAttributeValue"]] = relationship(
         back_populates="material", lazy="raise", passive_deletes=True
     )

backend/app/models/draft.py

@@ -0,0 +1,21 @@
+from datetime import datetime
+from uuid import UUID
+from sqlalchemy import BigInteger, Column, DateTime, String, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID as PG_UUID
+from app.db.base import Base
+
+class BotDraft(Base):
+    __tablename__ = "bot_drafts"
+
+    id = Column(PG_UUID(as_uuid=True), primary_key=True, server_default=func.gen_random_uuid())
+    chat_id = Column(BigInteger, nullable=False)
+    kind = Column(String(16), nullable=False)
+    payload = Column(JSONB, nullable=False, default=dict)
+    missing = Column(JSONB)
+    status = Column(String(16), nullable=False, default="active")
+    source = Column(String(16))
+    source_message_id = Column(BigInteger)
+    review_message_id = Column(BigInteger)
+    last_bale_update_at = Column(DateTime(timezone=True))
+    created_at = Column(DateTime(timezone=True), server_default=func.now())
+    updated_at = Column(DateTime(timezone=True), onupdate=func.now())

backend/app/models/inventory.py

@@ -156,6 +156,7 @@ class InventoryTransaction(Base):
     # NULL for a standalone entry; links TRANSFER_OUT to its TRANSFER_IN row.
     transfer_pair_id: Mapped[uuid.UUID | None] = mapped_column(Uuid(as_uuid=True))
     performed_by: Mapped[str | None] = mapped_column(Text)  # user display name (dev placeholder)
+    delivered_to: Mapped[str | None] = mapped_column(Text)
     transaction_date: Mapped[datetime] = mapped_column(
         DateTime(timezone=True), nullable=False, server_default=func.now()
     )

backend/app/models/procurement.py

@@ -26,7 +26,7 @@ from app.db.base import Base
 from app.models.catalog import Material, Unit, _timestamptz, _uuid_pk
 
 user_role_enum = Enum(
-    "pm", "procurement_manager", "admin",
+    "pm", "procurement_manager", "admin", "supervisor",
     name="user_role", native_enum=True,
 )
 quote_status_enum = Enum(
@@ -58,6 +58,7 @@ class User(Base):
 
     id: Mapped[uuid.UUID] = _uuid_pk()
     casdoor_id: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
+    username: Mapped[str | None] = mapped_column(Text)
     first_name: Mapped[str] = mapped_column(Text, nullable=False)
     last_name: Mapped[str] = mapped_column(Text, nullable=False)
     phone: Mapped[str | None] = mapped_column(Text)
@@ -65,6 +66,47 @@ class User(Base):
     created_at: Mapped[datetime] = _timestamptz()
 
 
+class UserPanel(Base):
+    """user_panels — تخصیص پنل + سطح دسترسی به کاربر (جایگزین مدل نقش).
+
+    panel:  'procurement' | 'inventory' | 'pm'
+    level:  'full'    — تدارکات: تغییر کامل در کل پنل؛ انبار: همه پروژه‌ها
+                        (به‌جز تغییر موجودی)
+            'limited' — تدارکات: فقط افزودن استعلام برای پروژه‌های عضویت؛
+                        انبار: فقط پروژه‌های عضویت + امکان تغییر موجودی
+    """
+
+    __tablename__ = "user_panels"
+
+    id: Mapped[uuid.UUID] = _uuid_pk()
+    user_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    panel: Mapped[str] = mapped_column(Text, nullable=False)
+    level: Mapped[str] = mapped_column(Text, nullable=False)
+    created_at: Mapped[datetime] = _timestamptz()
+
+    __table_args__ = (UniqueConstraint("user_id", "panel", name="uq_user_panel"),)
+
+
+class UserProjectMembership(Base):
+    """user_project_members — عضویت M:N کاربر در پروژه‌ها، جدا از مسئولیت
+    پروژه (projects.pm_user_id). محدوده‌ی داده‌ی سطح limited را تعیین می‌کند."""
+
+    __tablename__ = "user_project_members"
+
+    id: Mapped[uuid.UUID] = _uuid_pk()
+    user_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("users.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    project_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("projects.id", ondelete="CASCADE"), nullable=False, index=True
+    )
+    created_at: Mapped[datetime] = _timestamptz()
+
+    __table_args__ = (UniqueConstraint("user_id", "project_id", name="uq_user_project_member"),)
+
+
 class Supplier(Base):
     __tablename__ = "suppliers"
 
@@ -148,12 +190,23 @@ class Project(Base):
     id: Mapped[uuid.UUID] = _uuid_pk()
     name: Mapped[str] = mapped_column(Text, nullable=False)
     description: Mapped[str | None] = mapped_column(Text)
+    location: Mapped[str | None] = mapped_column(Text, server_default=text("''"))
+    project_manager: Mapped[str | None] = mapped_column(Text, server_default=text("''"))
     start_date: Mapped[date | None] = mapped_column(Date)
+    planned_start: Mapped[date | None] = mapped_column(Date)
+    planned_end: Mapped[date | None] = mapped_column(Date)
+    actual_start: Mapped[date | None] = mapped_column(Date)
+    actual_end: Mapped[date | None] = mapped_column(Date)
+    status: Mapped[str | None] = mapped_column(Text, server_default=text("'ACTIVE'"))
+    progress: Mapped[float | None] = mapped_column(Numeric(5, 2), server_default=text("0.0"))
     # v2.6: the single PM responsible for this project (confirms arrivals).
     pm_user_id: Mapped[uuid.UUID | None] = mapped_column(
         ForeignKey("users.id", ondelete="SET NULL")
     )
     created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime | None] = mapped_column(
+        DateTime(timezone=True), server_default=func.now(), onupdate=func.now()
+    )
 
 
 class Quote(Base):

backend/app/models/project_transfer.py

@@ -0,0 +1,87 @@
+import uuid
+from datetime import datetime
+from decimal import Decimal
+
+from sqlalchemy import (
+    DateTime,
+    ForeignKey,
+    Numeric,
+    Text,
+    func,
+    text,
+)
+from sqlalchemy.dialects.postgresql import JSONB
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from app.db.base import Base
+from app.models.catalog import _timestamptz, _uuid_pk
+
+
+class ProjectTransfer(Base):
+    """project_transfers — Inter-project (inter-site) material transfer ledger.
+
+    Records the movement of materials from a source project warehouse to a
+    destination project. Stock is deducted from the source warehouse immediately
+    upon creation (status = 'in_transit') via out_transaction_id.
+    When the destination project PM confirms receipt in 'Arrivals', stock is
+    added to the destination warehouse (status = 'received').
+    While 'in_transit', the transfer can be edited or cancelled (restoring source stock).
+    Once 'received', the transfer is permanently locked from edit or cancellation.
+    """
+
+    __tablename__ = "project_transfers"
+    __mapper_args__ = {"eager_defaults": True}
+
+    id: Mapped[uuid.UUID] = _uuid_pk()
+    from_project_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("projects.id", ondelete="RESTRICT"), nullable=False
+    )
+    from_warehouse_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("warehouses.id", ondelete="RESTRICT"), nullable=False
+    )
+    to_project_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("projects.id", ondelete="RESTRICT"), nullable=False
+    )
+    material_id: Mapped[uuid.UUID] = mapped_column(
+        ForeignKey("materials.id", ondelete="RESTRICT"), nullable=False
+    )
+    brand_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("brands.id", ondelete="SET NULL")
+    )
+    unit_id: Mapped[int] = mapped_column(
+        ForeignKey("units.id", ondelete="RESTRICT"), nullable=False
+    )
+    quantity: Mapped[Decimal] = mapped_column(Numeric(18, 6), nullable=False)
+    specs: Mapped[dict] = mapped_column(JSONB, nullable=False, server_default=text("'{}'::jsonb"))
+    specs_hash: Mapped[str] = mapped_column(Text, nullable=False, server_default=text("'default'"))
+    note: Mapped[str | None] = mapped_column(Text)
+    status: Mapped[str] = mapped_column(Text, nullable=False, server_default=text("'in_transit'"))
+
+    out_transaction_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("inventory_transactions.id", ondelete="SET NULL")
+    )
+    transfer_date: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now()
+    )
+    transferred_by: Mapped[str | None] = mapped_column(Text)
+    received_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    received_by: Mapped[str | None] = mapped_column(Text)
+    to_warehouse_id: Mapped[uuid.UUID | None] = mapped_column(
+        ForeignKey("warehouses.id", ondelete="SET NULL")
+    )
+    receipt_allocations: Mapped[list | None] = mapped_column(JSONB)
+    created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True), nullable=False, server_default=func.now(), onupdate=func.now()
+    )
+
+    from_project: Mapped["Project"] = relationship("Project", foreign_keys=[from_project_id], lazy="raise")
+    to_project: Mapped["Project"] = relationship("Project", foreign_keys=[to_project_id], lazy="raise")
+    from_warehouse: Mapped["Warehouse"] = relationship("Warehouse", foreign_keys=[from_warehouse_id], lazy="raise")
+    to_warehouse: Mapped["Warehouse | None"] = relationship("Warehouse", foreign_keys=[to_warehouse_id], lazy="raise")
+    material: Mapped["Material"] = relationship("Material", foreign_keys=[material_id], lazy="raise")
+    brand: Mapped["Brand | None"] = relationship("Brand", foreign_keys=[brand_id], lazy="raise")
+    unit: Mapped["Unit"] = relationship("Unit", foreign_keys=[unit_id], lazy="raise")
+    out_transaction: Mapped["InventoryTransaction | None"] = relationship(
+        "InventoryTransaction", foreign_keys=[out_transaction_id], lazy="raise"
+    )

backend/app/observability.py

@@ -0,0 +1,86 @@
+"""Observability plumbing — logging format, request IDs, request log.
+
+- ``setup_logging()``: human-readable text by default, JSON lines when
+  ``PROCUREMENT_LOG_FORMAT=json`` (what Promtail/Loki prefers).
+- ``request_context`` middleware: assigns an X-Request-ID to every request
+  (honours one sent by the edge), echoes it in the response, and logs one
+  structured line per request (method, path, status, duration, request id)
+  — this is what makes access logs useful in Loki.
+"""
+import contextvars
+import json
+import logging
+import time
+import uuid
+
+from starlette.middleware.base import BaseHTTPMiddleware
+from starlette.requests import Request
+from starlette.responses import Response
+
+request_id_var: contextvars.ContextVar[str] = contextvars.ContextVar("request_id", default="-")
+
+_SKIP_ACCESS_LOG = {"/health", "/health/ready", "/metrics"}
+
+
+class JsonFormatter(logging.Formatter):
+    """Minimal JSON-lines formatter for Loki/Promtail ingestion."""
+
+    def format(self, record: logging.LogRecord) -> str:
+        payload = {
+            "ts": self.formatTime(record, "%Y-%m-%dT%H:%M:%S%z"),
+            "level": record.levelname,
+            "logger": record.name,
+            "message": record.getMessage(),
+            "request_id": request_id_var.get(),
+        }
+        if record.exc_info:
+            payload["exception"] = self.formatException(record.exc_info)
+        for key in ("http_method", "http_path", "http_status", "duration_ms"):
+            value = getattr(record, key, None)
+            if value is not None:
+                payload[key] = value
+        return json.dumps(payload, ensure_ascii=False)
+
+
+def setup_logging(log_format: str = "text", level: int = logging.INFO) -> None:
+    formatter = JsonFormatter() if log_format.lower() == "json" else logging.Formatter(
+        "%(asctime)s %(levelname)s %(name)s — %(message)s"
+    )
+    root = logging.getLogger()
+    for handler in root.handlers[:]:
+        root.removeHandler(handler)
+    handler = logging.StreamHandler()
+    handler.setFormatter(formatter)
+    root.addHandler(handler)
+    root.setLevel(level)
+
+
+class RequestContextMiddleware(BaseHTTPMiddleware):
+    """X-Request-ID + one access-log line per request."""
+
+    async def dispatch(self, request: Request, call_next) -> Response:
+        rid = request.headers.get("x-request-id") or uuid.uuid4().hex
+        token = request_id_var.set(rid)
+        started = time.perf_counter()
+        try:
+            response = await call_next(request)
+        except Exception:
+            duration_ms = round((time.perf_counter() - started) * 1000, 1)
+            logging.getLogger("procurement.access").exception(
+                "unhandled exception",
+                extra={"http_method": request.method, "http_path": request.url.path,
+                       "http_status": 500, "duration_ms": duration_ms},
+            )
+            request_id_var.reset(token)
+            raise
+        duration_ms = round((time.perf_counter() - started) * 1000, 1)
+        response.headers["X-Request-ID"] = rid
+        request_id_var.reset(token)
+        if request.url.path not in _SKIP_ACCESS_LOG:
+            logging.getLogger("procurement.access").info(
+                "%s %s -> %s",
+                request.method, request.url.path, response.status_code,
+                extra={"http_method": request.method, "http_path": request.url.path,
+                       "http_status": response.status_code, "duration_ms": duration_ms},
+            )
+        return response

backend/app/routers/__init__.py

@@ -4,8 +4,8 @@ from app.routers import (
     auth,
     brand_materials,
     brands,
-    category_attributes,
+    dashboard,
-    category_ref_units,
+    drafts,
     files,
     inventory,
     item_decisions,
@@ -16,6 +16,7 @@ from app.routers import (
     material_categories,
     materials,
     pm,
+    project_transfers,
     projects,
     quote_events,
     quotes,
@@ -24,7 +25,6 @@ from app.routers import (
     supplier_materials,
     suppliers,
     termsheets,
-    unit_conversions,
     units,
     users,
 )
@@ -35,7 +35,6 @@ ROUTERS = [
     brands.router,
     material_categories.router,
     attribute_definitions.router,
-    category_attributes.router,
     materials.router,
     brand_materials.router,
     suppliers.router,
@@ -51,10 +50,11 @@ ROUTERS = [
     item_receipts.router,
     quote_events.router,
     files.router,
-    category_ref_units.router,
-    unit_conversions.router,
     standard_conversions.router,
     inventory.router,
     pm.router,
+    project_transfers.router,
+    dashboard.router,
     users.router,
+    drafts.router,
 ]

backend/app/routers/attribute_definitions.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import AttributeDefinition, MaterialAttributeValue, Unit
 from app.models.procurement import LineItemSpec
@@ -13,6 +14,7 @@ from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/attribute-definitions", tags=["attribute-definitions"])
+_procurement_writer = require_procurement_writer()
 
 
 def attr_def_to_dict(ad: AttributeDefinition, unit: Unit | None = None) -> dict:
@@ -69,7 +71,11 @@ async def list_attribute_definitions(
 
 
 @router.post("", status_code=201)
-async def create_attribute_definition(payload: AttributeDefinitionCreate, db: AsyncSession = Depends(get_db)):
+async def create_attribute_definition(
+    payload: AttributeDefinitionCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     duplicate = await db.scalar(select(AttributeDefinition.id).where(AttributeDefinition.attribute_key == payload.attribute_key))
     if duplicate is not None:
         raise ConflictError("ویژگی با این attribute_key قبلاً ثبت شده است", field="attribute_key")
@@ -102,7 +108,10 @@ async def get_attribute_definition(
 
 @router.patch("/{definition_id}")
 async def update_attribute_definition(
-    definition_id, payload: AttributeDefinitionUpdate, db: AsyncSession = Depends(get_db)
+    definition_id,
+    payload: AttributeDefinitionUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     ad = await db.get(AttributeDefinition, definition_id)
     if ad is None:
@@ -136,7 +145,11 @@ async def update_attribute_definition(
 
 
 @router.delete("/{definition_id}")
-async def delete_attribute_definition(definition_id, db: AsyncSession = Depends(get_db)):
+async def delete_attribute_definition(
+    definition_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     ad = await db.get(AttributeDefinition, definition_id)
     if ad is None:
         raise NotFoundError("تعریف ویژگی یافت نشد")

backend/app/routers/auth.py

@@ -13,7 +13,7 @@ Error mapping (documented in docs/casdoor-auth.md):
 import logging
 
 import httpx
-from fastapi import APIRouter, Depends
+from fastapi import APIRouter, Depends, Request
 from pydantic import BaseModel
 from sqlalchemy.ext.asyncio import AsyncSession
 
@@ -21,7 +21,9 @@ from app.auth import _verify_token, context_from_claims
 from app.config import settings
 from app.db.engine import get_db
 from app.routers.users import _user_projects, user_to_dict
-from app.utils.errors import ServiceUnavailableError, UnauthorizedError
+from app.services import analytics
+from app.utils.errors import ForbiddenError, ServiceUnavailableError, UnauthorizedError
+from app.utils.ratelimit import limiter
 
 logger = logging.getLogger("procurement.auth")
 
@@ -34,7 +36,8 @@ class LoginRequest(BaseModel):
 
 
 @router.post("/login")
-async def login(payload: LoginRequest, db: AsyncSession = Depends(get_db)):
+@limiter.limit("10/minute", error_message="تلاش‌های ورود بیش از حد مجاز — کمی بعد دوباره امتحان کنید")
+async def login(request: Request, payload: LoginRequest, db: AsyncSession = Depends(get_db)):
     """Exchange username/password for a Casdoor JWT (OAuth password grant)."""
     url = f"{settings.CASDOOR_ENDPOINT}/api/login/oauth/access_token"
     form = {
@@ -75,11 +78,23 @@ async def login(payload: LoginRequest, db: AsyncSession = Depends(get_db)):
     claims = await _verify_token(access_token)
     ctx = await context_from_claims(claims, db)
     projects = await _user_projects(db, ctx.user)
+    has_projects = bool(projects) or bool(ctx.project_ids) or bool(ctx.member_project_ids)
+    if ctx.role == "supervisor" and not has_projects:
+        raise ForbiddenError("پروژه تخصیص داده نشده است — تا زمان تخصیص پروژه، اجازه ورود به سامانه را ندارید")
+    await analytics.track(
+        "login_success",
+        {"username": payload.username, "role": ctx.role},
+        profile_id=ctx.user.casdoor_id,
+    )
+    await analytics.identify(
+        ctx.user.casdoor_id,
+        {"name": ctx.display_name, "role": ctx.role, "username": payload.username},
+    )
     return {
         "data": {
             "access_token": access_token,
             "token_type": "bearer",
             "expires_in": body.get("expires_in"),
-            "user": user_to_dict(ctx.user, projects),
+            "user": await user_to_dict(ctx.user, projects, db),
         }
     }

backend/app/routers/brand_materials.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import Brand, BrandMaterial, Material
 from app.models.procurement import LineItem
@@ -12,6 +13,7 @@ from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/brand-materials", tags=["brand-materials"])
+_procurement_writer = require_procurement_writer()
 
 
 def bm_to_dict(bm: BrandMaterial, expand: set[str] = frozenset()) -> dict:
@@ -70,7 +72,11 @@ async def list_brand_materials(
 
 
 @router.post("", status_code=201)
-async def create_brand_material(payload: BrandMaterialCreate, db: AsyncSession = Depends(get_db)):
+async def create_brand_material(
+    payload: BrandMaterialCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     if await db.get(Brand, payload.brand_id) is None:
         raise NotFoundError("برند یافت نشد", field="brand_id")
     if await db.get(Material, payload.material_id) is None:
@@ -107,7 +113,12 @@ async def get_brand_material(bm_id, expand: str | None = None, db: AsyncSession
 
 
 @router.patch("/{bm_id}")
-async def update_brand_material(bm_id, payload: BrandMaterialUpdate, db: AsyncSession = Depends(get_db)):
+async def update_brand_material(
+    bm_id,
+    payload: BrandMaterialUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     bm = await db.get(BrandMaterial, bm_id)
     if bm is None:
         raise NotFoundError("ارتباط برند-متریال یافت نشد")
@@ -120,7 +131,11 @@ async def update_brand_material(bm_id, payload: BrandMaterialUpdate, db: AsyncSe
 
 
 @router.delete("/{bm_id}")
-async def delete_brand_material(bm_id, db: AsyncSession = Depends(get_db)):
+async def delete_brand_material(
+    bm_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     bm = await db.get(BrandMaterial, bm_id)
     if bm is None:
         raise NotFoundError("ارتباط برند-متریال یافت نشد")

backend/app/routers/brands.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import Brand, BrandMaterial
 from app.schemas.catalog import BrandCreate, BrandUpdate
@@ -11,6 +12,7 @@ from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/brands", tags=["brands"])
+_procurement_writer = require_procurement_writer()
 
 
 def brand_to_dict(brand: Brand) -> dict:
@@ -42,7 +44,11 @@ async def list_brands(
 
 
 @router.post("", status_code=201)
-async def create_brand(payload: BrandCreate, db: AsyncSession = Depends(get_db)):
+async def create_brand(
+    payload: BrandCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     rows = (await db.execute(select(Brand).where(Brand.name == payload.name))).scalars().all()
     if any(b.country == payload.country for b in rows):
         raise ConflictError("برندی با این نام و کشور قبلاً ثبت شده است")
@@ -61,7 +67,12 @@ async def get_brand(brand_id, db: AsyncSession = Depends(get_db)):
 
 
 @router.patch("/{brand_id}")
-async def update_brand(brand_id, payload: BrandUpdate, db: AsyncSession = Depends(get_db)):
+async def update_brand(
+    brand_id,
+    payload: BrandUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     brand = await db.get(Brand, brand_id)
     if brand is None:
         raise NotFoundError("برند یافت نشد")
@@ -79,7 +90,11 @@ async def update_brand(brand_id, payload: BrandUpdate, db: AsyncSession = Depend
 
 
 @router.delete("/{brand_id}")
-async def delete_brand(brand_id, db: AsyncSession = Depends(get_db)):
+async def delete_brand(
+    brand_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     brand = await db.get(Brand, brand_id)
     if brand is None:
         raise NotFoundError("برند یافت نشد")

backend/app/routers/category_attributes.py

@@ -1,136 +0,0 @@
-"""Category attributes — scoped attribute definitions per category (P2 set).
-
-Identified by composite key {category_id}/{attribute_definition_id}.
-The nested `attribute` object is ALWAYS included (not expand-based).
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import AttributeDefinition, CategoryAttribute, MaterialCategory
-from app.schemas.catalog import CategoryAttributeCreate, CategoryAttributeUpdate
-from app.utils.errors import ConflictError, NotFoundError
-from app.utils.pagination import paginate
-
-router = APIRouter(
-    prefix="/material-categories/{category_id}/attributes",
-    tags=["category-attributes"],
-)
-
-
-def ca_to_dict(ca: CategoryAttribute, attribute: AttributeDefinition) -> dict:
-    return {
-        "id": str(ca.id),
-        "category_id": str(ca.category_id),
-        "attribute_definition_id": str(ca.attribute_definition_id),
-        "is_required": ca.is_required,
-        "is_filterable": ca.is_filterable,
-        "conditional_rules": ca.conditional_rules,
-        "sort_order": ca.sort_order,
-        "attribute": {
-            "attribute_key": attribute.attribute_key,
-            "label": attribute.label,
-            "data_type": attribute.data_type,
-            "unit_id": attribute.unit_id,
-            "enum_values": attribute.enum_values,
-        },
-    }
-
-
-async def _category_or_404(db: AsyncSession, category_id) -> MaterialCategory:
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد")
-    return category
-
-
-async def _with_attribute(db: AsyncSession, ca: CategoryAttribute) -> dict:
-    attribute = await db.get(AttributeDefinition, ca.attribute_definition_id)
-    return ca_to_dict(ca, attribute)
-
-
-@router.get("")
-async def list_category_attributes(
-    category_id,
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    db: AsyncSession = Depends(get_db),
-):
-    await _category_or_404(db, category_id)
-    stmt = (
-        select(CategoryAttribute)
-        .where(CategoryAttribute.category_id == category_id)
-        .order_by(CategoryAttribute.sort_order.asc())
-    )
-    items, meta = await paginate(stmt, page, page_size, db)
-    return {"data": [await _with_attribute(db, ca) for ca in items], "meta": meta}
-
-
-@router.post("", status_code=201)
-async def create_category_attribute(
-    category_id, payload: CategoryAttributeCreate, db: AsyncSession = Depends(get_db)
-):
-    await _category_or_404(db, category_id)
-    if await db.get(AttributeDefinition, payload.attribute_definition_id) is None:
-        raise NotFoundError("تعریف ویژگی یافت نشد", field="attribute_definition_id")
-    duplicate = await db.scalar(
-        select(CategoryAttribute.id).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == payload.attribute_definition_id,
-        )
-    )
-    if duplicate is not None:
-        raise ConflictError("این ویژگی قبلاً به این دسته‌بندی اضافه شده است", field="attribute_definition_id")
-    ca = CategoryAttribute(
-        category_id=category_id,
-        attribute_definition_id=payload.attribute_definition_id,
-        is_required=payload.is_required,
-        is_filterable=payload.is_filterable,
-        conditional_rules=payload.conditional_rules,
-        sort_order=payload.sort_order,
-    )
-    db.add(ca)
-    await db.flush()
-    return {"data": await _with_attribute(db, ca)}
-
-
-@router.patch("/{attribute_definition_id}")
-async def update_category_attribute(
-    category_id, attribute_definition_id, payload: CategoryAttributeUpdate, db: AsyncSession = Depends(get_db)
-):
-    ca = await db.scalar(
-        select(CategoryAttribute).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == attribute_definition_id,
-        )
-    )
-    if ca is None:
-        raise NotFoundError("ویژگی این دسته‌بندی یافت نشد")
-    if payload.is_required is not None:
-        ca.is_required = payload.is_required
-    if payload.is_filterable is not None:
-        ca.is_filterable = payload.is_filterable
-    if payload.conditional_rules is not None:
-        ca.conditional_rules = payload.conditional_rules
-    if payload.sort_order is not None:
-        ca.sort_order = payload.sort_order
-    await db.flush()
-    return {"data": await _with_attribute(db, ca)}
-
-
-@router.delete("/{attribute_definition_id}")
-async def delete_category_attribute(
-    category_id, attribute_definition_id, db: AsyncSession = Depends(get_db)
-):
-    ca = await db.scalar(
-        select(CategoryAttribute).where(
-            CategoryAttribute.category_id == category_id,
-            CategoryAttribute.attribute_definition_id == attribute_definition_id,
-        )
-    )
-    if ca is None:
-        raise NotFoundError("ویژگی این دسته‌بندی یافت نشد")
-    await db.delete(ca)
-    await db.flush()
-    return {"data": {"deleted": True}}

backend/app/routers/category_ref_units.py

@@ -1,69 +0,0 @@
-"""Category reference units — units.html dashboard (P2-26/27).
-
-One reference unit per category (UNIQUE category_id); PUT is an upsert.
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import CategoryReferenceUnit, MaterialCategory
-from app.schemas.catalog import CategoryReferenceUnitPut
-from app.services.expand_service import category_brief
-from app.utils.errors import NotFoundError
-from app.utils.pagination import paginate
-from app.utils.serialization import to_iso
-
-router = APIRouter(prefix="/category-reference-units", tags=["category-reference-units"])
-
-
-def cru_to_dict(cru: CategoryReferenceUnit, expand: set[str] = frozenset()) -> dict:
-    d = {
-        "id": str(cru.id),
-        "category_id": str(cru.category_id),
-        "ref_unit": cru.ref_unit,
-        "updated_at": to_iso(cru.updated_at),
-    }
-    if "category" in expand and hasattr(cru, "_category"):
-        d["category"] = category_brief(cru._category)
-    return d
-
-
-@router.get("")
-async def list_category_reference_units(
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
-    expand: str | None = None,
-    db: AsyncSession = Depends(get_db),
-):
-    stmt = select(CategoryReferenceUnit)
-    if category_id:
-        stmt = stmt.where(CategoryReferenceUnit.category_id == category_id)
-    items, meta = await paginate(stmt, page, page_size, db)
-    tokens = {t.strip() for t in expand.split(",")} if expand else set()
-    if "category" in tokens:
-        cat_ids = {cru.category_id for cru in items}
-        cats = {}
-        if cat_ids:
-            cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
-        for cru in items:
-            cru._category = cats.get(cru.category_id)
-    return {"data": [cru_to_dict(cru, tokens) for cru in items], "meta": meta}
-
-
-@router.put("/{category_id}")
-async def upsert_category_reference_unit(
-    category_id, payload: CategoryReferenceUnitPut, db: AsyncSession = Depends(get_db)
-):
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد")
-    cru = await db.scalar(select(CategoryReferenceUnit).where(CategoryReferenceUnit.category_id == category_id))
-    if cru is None:
-        cru = CategoryReferenceUnit(category_id=category_id, ref_unit=payload.ref_unit)
-        db.add(cru)
-    else:
-        cru.ref_unit = payload.ref_unit
-    await db.flush()
-    return {"data": {"category_id": str(category_id), "ref_unit": cru.ref_unit}}

backend/app/routers/dashboard.py

@@ -0,0 +1,212 @@
+"""MVP dashboard router — read-only aggregations for the warehouse +
+procurement dashboard widgets consumed by the frontend `apiV26.dashboard`
+client (frontend/src/lib/api.ts).
+
+Scope (same resolution pattern as the inventory / pm routers):
+- role 'pm' → limited to the projects they manage (projects.pm_user_id, 1:N);
+  an explicit ?project_id must be one of them.
+- role 'admin' / 'procurement_manager' → whole organization; ?project_id is
+  an optional filter.
+- Dev fallback via X-User-Role / X-Project-Id headers, ONLY when
+  PROCUREMENT_DEV_LOGIN_ENABLED=true (read-only endpoints, same gate as the
+  inventory router).
+
+Endpoints:
+- GET /dashboard/filters                    — «What» cascade options
+- GET /dashboard/inventory/drilldown        — org → project → warehouse tree
+- GET /dashboard/inventory/dead-stock       — dormant stock table
+- GET /dashboard/inventory/flow             — daily inbound/outbound/returns/balance
+- GET /dashboard/daily-control              — today's tickets + performers
+- GET /dashboard/procurement/workload       — workload per project (density)
+
+Every response is the standard `{"data": …}` envelope.
+"""
+import uuid
+from dataclasses import dataclass
+from datetime import date as date_cls
+from datetime import datetime, timedelta
+
+from fastapi import APIRouter, Depends, Query, Request
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.auth import UserContext, get_optional_user
+from app.config import settings
+from app.db.engine import get_db
+from app.services import dashboard_service
+from app.utils.errors import (
+    ForbiddenError,
+    UnauthorizedError,
+    ValidationError,
+)
+
+router = APIRouter(prefix="/dashboard", tags=["dashboard"])
+
+
+@dataclass
+class DashboardScope:
+    role: str  # "pm" | "office"
+    project_ids: list | None  # PM: managed project ids; office: None = all
+    project_id: uuid.UUID | None  # explicit ?project_id filter (validated for PM)
+
+
+async def dashboard_scope(
+    request: Request,
+    project_id: uuid.UUID | None = Query(default=None, description="فیلتر پروژه (PM: فقط پروژه‌های خودش)"),
+    db: AsyncSession = Depends(get_db),
+) -> DashboardScope:
+    """Resolve the dashboard caller — Casdoor JWT first, dev headers as fallback."""
+    if request.headers.get("authorization"):
+        user: UserContext | None = await get_optional_user(request, db)
+        if user is not None:
+            if user.role is None:
+                raise ForbiddenError("نقش شما هنوز در سیستم تعیین نشده است")
+            if user.role == "pm":
+                allowed = list(user.project_ids or [])
+                if project_id is not None:
+                    if project_id not in allowed:
+                        raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+                    return DashboardScope(role="pm", project_ids=allowed, project_id=project_id)
+                if not allowed:
+                    raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
+                return DashboardScope(role="pm", project_ids=allowed, project_id=None)
+            if user.role in ("admin", "procurement_manager"):
+                return DashboardScope(role="office", project_ids=None, project_id=project_id)
+            raise ForbiddenError("این بخش فقط برای مدیر پروژه یا دفتر تدارکات است")
+
+    if not settings.DEV_LOGIN_ENABLED or not request.headers.get("x-user-role"):
+        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
+    role = (request.headers.get("x-user-role") or "").strip().lower()
+    if role == "procurement_manager" or role == "admin":
+        role = "office"
+    elif role == "pm":
+        role = "pm"
+    else:
+        raise ValidationError("نقش نامعتبر است — فقط pm یا admin", field="X-User-Role")
+    if role == "pm":
+        raw = request.headers.get("x-project-id")
+        if not raw:
+            raise ValidationError("هدر X-Project-Id (پروژه مسئول) برای نقش PM الزامی است", field="X-Project-Id")
+        try:
+            if project_id is None:
+                project_id = uuid.UUID(str(raw))
+        except ValueError:
+            raise ValidationError("شناسه پروژه نامعتبر است", field="X-Project-Id")
+        return DashboardScope(role="pm", project_ids=[project_id], project_id=project_id)
+    return DashboardScope(role="office", project_ids=None, project_id=project_id)
+
+
+def _what_filters(
+    material_id: uuid.UUID | None,
+    brand_id: uuid.UUID | None,
+    specs_hash: str | None,
+) -> dict:
+    return {
+        "material_id": material_id,
+        "brand_id": brand_id,
+        "specs_hash": specs_hash,
+    }
+
+
+@router.get("/filters")
+async def dashboard_filters(db: AsyncSession = Depends(get_db)):
+    """Options for the global filter bar (Material→Brand→Specs)."""
+    return await dashboard_service.filter_options(db)
+
+
+@router.get("/inventory/drilldown")
+async def inventory_drilldown(
+    scope: DashboardScope = Depends(dashboard_scope),
+    db: AsyncSession = Depends(get_db),
+    material_id: uuid.UUID | None = Query(default=None),
+    brand_id: uuid.UUID | None = Query(default=None),
+    specs_hash: str | None = Query(default=None),
+):
+    """Drill-down matrix: کل سازمان → پروژه → انبار (per-unit aggregates)."""
+    return await dashboard_service.inventory_drilldown(
+        db,
+        project_ids=scope.project_ids,
+        project_id=scope.project_id,
+        **_what_filters(material_id, brand_id, specs_hash),
+    )
+
+
+@router.get("/inventory/dead-stock")
+async def dead_stock(
+    scope: DashboardScope = Depends(dashboard_scope),
+    db: AsyncSession = Depends(get_db),
+    idle_days: int = Query(default=60, ge=1, le=365, description="آستانه رکود (روز)"),
+    limit: int = Query(default=200, ge=1, le=1000),
+    material_id: uuid.UUID | None = Query(default=None),
+    brand_id: uuid.UUID | None = Query(default=None),
+    specs_hash: str | None = Query(default=None),
+):
+    """Dead stock: موجودی مثبت بدون هیچ تراکنشی در بازه‌ی رکود."""
+    return await dashboard_service.dead_stock(
+        db,
+        project_ids=scope.project_ids,
+        project_id=scope.project_id,
+        idle_days=idle_days,
+        limit=limit,
+        **_what_filters(material_id, brand_id, specs_hash),
+    )
+
+
+@router.get("/inventory/flow")
+async def inventory_flow(
+    scope: DashboardScope = Depends(dashboard_scope),
+    db: AsyncSession = Depends(get_db),
+    date_from: date_cls | None = Query(default=None, description="از تاریخ (ISO، پیش‌فرض ۳۰ روز اخیر)"),
+    date_to: date_cls | None = Query(default=None, description="تا تاریخ (ISO، انحصاری)"),
+    warehouse_id: uuid.UUID | None = Query(default=None),
+    material_id: uuid.UUID | None = Query(default=None),
+    brand_id: uuid.UUID | None = Query(default=None),
+    specs_hash: str | None = Query(default=None),
+):
+    """Daily flow series: ورود / خروج (با لایه‌ی ضایعات) / برگشت / مانده."""
+    today = datetime.now(dashboard_service.TEHRAN).date()
+    date_from = date_from or (today - timedelta(days=29))
+    date_to = date_to or (today + timedelta(days=1))
+    if date_to <= date_from:
+        raise ValidationError("بازه‌ی تاریخ نامعتبر است — «تا» باید بعد از «از» باشد", field="date_to")
+    if (date_to - date_from).days > 180:
+        raise ValidationError("بازه‌ی تاریخ حداکثر ۱۸۰ روز است", field="date_to")
+    return await dashboard_service.daily_flow(
+        db,
+        project_ids=scope.project_ids,
+        project_id=scope.project_id,
+        date_from=datetime.combine(date_from, datetime.min.time(), tzinfo=dashboard_service.TEHRAN),
+        date_to=datetime.combine(date_to, datetime.min.time(), tzinfo=dashboard_service.TEHRAN),
+        warehouse_id=warehouse_id,
+        **_what_filters(material_id, brand_id, specs_hash),
+    )
+
+
+@router.get("/daily-control")
+async def daily_control(
+    scope: DashboardScope = Depends(dashboard_scope),
+    db: AsyncSession = Depends(get_db),
+    date: date_cls | None = Query(default=None, description="روز موردنظر (ISO، پیش‌فرض امروز)"),
+    warehouse_id: uuid.UUID | None = Query(default=None),
+):
+    """Daily control: today's outbound/return tickets + exact performer names."""
+    day = date or datetime.now(dashboard_service.TEHRAN).date()
+    return await dashboard_service.daily_control(
+        db,
+        project_ids=scope.project_ids,
+        project_id=scope.project_id,
+        day=day,
+        warehouse_id=warehouse_id,
+    )
+
+
+@router.get("/procurement/workload")
+async def procurement_workload(
+    scope: DashboardScope = Depends(dashboard_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    """Project density: توزیع بار تدارکات (پیشنهادهای باز + خطوط خرید جاری) روی پروژه‌ها."""
+    return await dashboard_service.procurement_workload(
+        db,
+        project_ids=scope.project_ids,
+        project_id=scope.project_id,
+    )

backend/app/routers/drafts.py

@@ -0,0 +1,194 @@
+"""Drafts router — exposes bot_drafts to frontend for Wizard pre-population and bi-directional sync."""
+from typing import Any
+from uuid import UUID
+from fastapi import APIRouter, Depends
+from pydantic import BaseModel
+from sqlalchemy import func, select, update
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db.engine import get_db
+from app.models.draft import BotDraft
+from app.utils.draft_token import verify_draft_token
+from app.utils.errors import NotFoundError, UnauthorizedError
+
+router = APIRouter(prefix="/drafts", tags=["drafts"])
+
+
+class DraftUpdateIn(BaseModel):
+    payload: dict[str, Any] | None = None
+    status: str | None = None
+
+
+class DraftCommitIn(BaseModel):
+    quote_id: str | None = None
+
+
+def _serialize_draft(draft: BotDraft) -> dict:
+    return {
+        "id": str(draft.id),
+        "chat_id": draft.chat_id,
+        "kind": draft.kind,
+        "status": draft.status,
+        "payload": draft.payload or {},
+        "missing": draft.missing or [],
+        "source": draft.source,
+        "review_message_id": draft.review_message_id,
+        "last_bale_update_at": draft.last_bale_update_at.isoformat() if draft.last_bale_update_at else None,
+        "created_at": draft.created_at.isoformat() if draft.created_at else None,
+        "updated_at": draft.updated_at.isoformat() if draft.updated_at else None,
+    }
+
+
+def _verify_token_or_raise(token: str) -> dict:
+    token_payload = verify_draft_token(token)
+    if not token_payload or not token_payload.get("draft_id"):
+        raise UnauthorizedError("لینک بازبینی نامعتبر یا منقضی شده است")
+    return token_payload
+
+
+@router.get("/verify")
+async def verify_and_get_draft(token: str, db: AsyncSession = Depends(get_db)):
+    """Public endpoint for token-based draft review without ERP login."""
+    token_payload = _verify_token_or_raise(token)
+    draft_id = UUID(token_payload["draft_id"])
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    return {"data": _serialize_draft(draft), "token_payload": token_payload}
+
+
+@router.patch("/by-token")
+async def update_draft_by_token(token: str, body: DraftUpdateIn, db: AsyncSession = Depends(get_db)):
+    """Update draft payload using verified token."""
+    token_payload = _verify_token_or_raise(token)
+    draft_id = UUID(token_payload["draft_id"])
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    if body.payload is not None:
+        merged = dict(draft.payload or {})
+        merged.update(body.payload)
+        draft.payload = merged
+
+    if body.status is not None:
+        draft.status = body.status
+
+    draft.updated_at = func.now()
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/by-token/commit")
+async def commit_draft_by_token(token: str, body: DraftCommitIn, db: AsyncSession = Depends(get_db)):
+    """Commit draft using verified token."""
+    token_payload = _verify_token_or_raise(token)
+    draft_id = UUID(token_payload["draft_id"])
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "committed"
+    payload = dict(draft.payload or {})
+    if body.quote_id:
+        payload["committed_quote_id"] = body.quote_id
+    draft.payload = payload
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/by-token/cancel")
+async def cancel_draft_by_token(token: str, db: AsyncSession = Depends(get_db)):
+    """Cancel draft using verified token."""
+    token_payload = _verify_token_or_raise(token)
+    draft_id = UUID(token_payload["draft_id"])
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "cancelled"
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.get("/{draft_id}")
+async def get_draft(draft_id: UUID, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.patch("/{draft_id}")
+async def update_draft(draft_id: UUID, body: DraftUpdateIn, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    if body.payload is not None:
+        merged = dict(draft.payload or {})
+        merged.update(body.payload)
+        draft.payload = merged
+
+    if body.status is not None:
+        draft.status = body.status
+
+    draft.updated_at = func.now()
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/{draft_id}/commit")
+async def commit_draft(draft_id: UUID, body: DraftCommitIn, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "committed"
+    payload = dict(draft.payload or {})
+    if body.quote_id:
+        payload["committed_quote_id"] = body.quote_id
+    draft.payload = payload
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}
+
+
+@router.post("/{draft_id}/cancel")
+async def cancel_draft(draft_id: UUID, db: AsyncSession = Depends(get_db)):
+    stmt = select(BotDraft).where(BotDraft.id == draft_id)
+    draft = (await db.execute(stmt)).scalar_one_or_none()
+    if not draft:
+        raise NotFoundError("پیش‌نویس استعلام یافت نشد")
+
+    draft.status = "cancelled"
+    draft.updated_at = func.now()
+
+    await db.commit()
+    await db.refresh(draft)
+
+    return {"data": _serialize_draft(draft)}

backend/app/routers/files.py

@@ -17,16 +17,23 @@ import os
 import uuid
 from urllib.parse import quote
 
-from fastapi import APIRouter, Depends, File, Response, UploadFile
+from fastapi import APIRouter, Depends, File, Request, Response, UploadFile
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import UserContext, get_current_user, get_optional_user, require_role
 from app.db.engine import get_db
 from app.models.procurement import Quote
 from app.services import file_service
-from app.utils.errors import NotFoundError, ValidationError
+from app.utils.errors import NotFoundError, UnauthorizedError, ValidationError
+from app.utils.preview_token import make_preview_token, verify_preview_token
 
 router = APIRouter(prefix="/quotes", tags=["files"])
 
+# حذف و بارگذاری پیوست‌ها = عملیات تدارکات (ادمین / مدیر تدارکات)؛ دانلود
+# برای هر کاربر واردشده آزاد است.
+_attachment_deleter = require_role("procurement_manager", "admin")
+_attachment_writer = require_role("procurement_manager", "admin")
+
 ALLOWED_MIME_TYPES = {
     "image/png", "image/jpeg", "image/webp", "image/gif", "application/pdf",
 }
@@ -36,13 +43,17 @@ ALLOWED_EXTENSIONS = {".png", ".jpg", ".jpeg", ".webp", ".gif", ".pdf"}
 MAX_FILE_SIZE_BYTES = 5 * 1024 * 1024
 
 
-def _content_disposition(file_name: str) -> str:
+def _content_disposition(file_name: str, inline: bool = False) -> str:
     """Header-safe Content-Disposition for non-ASCII (e.g. Persian) filenames.
 
     HTTP headers are encoded as latin-1, so a Persian name raises
     UnicodeEncodeError and kills the response. Per RFC 6266 / RFC 5987 the
     UTF-8 name goes percent-encoded in ``filename*``, with an ASCII fallback
     in ``filename`` for old clients.
+
+    ``inline=True`` makes the browser render the file (PDF in a viewer,
+    image in the tab) instead of downloading it — required by the preview
+    modal, whose <iframe> would otherwise trigger a download.
     """
     raw = file_name.encode("ascii", "ignore").decode("ascii")
     # keep the fallback header-safe: no quotes, no control characters
@@ -51,9 +62,37 @@ def _content_disposition(file_name: str) -> str:
     stem = fallback[: -len(ext)].strip() if ext and fallback.lower().endswith(ext.lower()) else fallback
     if not stem or not any(ch.isalnum() for ch in stem):
         # nothing meaningful survived ASCII-folding (e.g. a pure-Persian
-        # name): use a generic attachment name that keeps the extension
+        # name): use a generic name that keeps the extension
-        fallback = f"attachment{ext}" if ext else "attachment"
+        fallback = f"{'preview' if inline else 'attachment'}{ext}" if ext else (
-    return f"attachment; filename=\"{fallback}\"; filename*=UTF-8''{quote(file_name)}"
+            "preview" if inline else "attachment"
+        )
+    kind = "inline" if inline else "attachment"
+    return f"{kind}; filename=\"{fallback}\"; filename*=UTF-8''{quote(file_name)}"
+
+
+async def _require_file_access(
+    request: Request,
+    token: str | None,
+    quote_id: uuid.UUID,
+    kind: str,
+    attachment_id: uuid.UUID,
+    db: AsyncSession,
+) -> None:
+    """Authorise a file read by session header OR a signed ``?t=`` token.
+
+    These two GET routes sit outside the global Bearer dependency because a
+    browser cannot attach an Authorization header to <iframe>/<img> loads.
+    A caller is accepted when it presents either a valid Casdoor session
+    (resolved by get_optional_user) or a signed token scoped to exactly
+    this file, which expires within minutes.
+    """
+    if request is not None and request.headers.get("authorization"):
+        user = await get_optional_user(request, db)
+        if user is not None and user.role is not None:
+            return
+    if token and verify_preview_token(token, quote_id, kind, attachment_id):
+        return
+    raise UnauthorizedError("دسترسی به این فایل مجاز نیست — ابتدا وارد شوید")
 
 
 async def _quote_or_404(db: AsyncSession, quote_id: uuid.UUID) -> Quote:
@@ -87,7 +126,7 @@ async def _attachment_or_404(
 # Invoice — قابل بارگذاری در هر وضعیتی (از صفحه‌ی ویرایش)
 # ---------------------------------------------------------------------------
 
-@router.post("/{quote_id}/invoice", status_code=201)
+@router.post("/{quote_id}/invoice", status_code=201, dependencies=[Depends(_attachment_writer)])
 async def upload_invoice(quote_id: uuid.UUID, file: UploadFile = File(...), db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     mime = _validate_upload(file)
@@ -98,29 +137,67 @@ async def upload_invoice(quote_id: uuid.UUID, file: UploadFile = File(...), db:
     return {"data": stored.to_dict()}
 
 
-@router.get("/{quote_id}/invoice")
+@router.get("/{quote_id}/invoice", dependencies=[Depends(get_current_user)])
 async def list_invoices(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachments = await file_service.list_for(db, quote_id, "invoice")
     return {"data": [a.to_dict() for a in attachments]}
 
 
+# ---------------------------------------------------------------------------
+# Preview URL — a real, short-lived URL the browser can load in an
+# <iframe>/<img> (which cannot send an Authorization header). Using a real
+# URL instead of a blob: avoids download managers that hijack blob URLs and
+# leave 0-byte files behind.
+# ---------------------------------------------------------------------------
+@router.get("/{quote_id}/preview-url/{kind}/{attachment_id}")
+async def preview_url(
+    quote_id: uuid.UUID,
+    kind: str,
+    attachment_id: uuid.UUID,
+    db: AsyncSession = Depends(get_db),
+    _ctx: UserContext = Depends(get_current_user),
+):
+    if kind not in ("invoice", "proforma"):
+        raise ValidationError("نوع پیوست نامعتبر است", field="kind")
+    await _quote_or_404(db, quote_id)
+    await _attachment_or_404(db, quote_id, attachment_id, kind)
+    token = make_preview_token(quote_id, kind, attachment_id)
+    # مسیر نسبی برگردانده می‌شود؛ فرانت با BASE_URL خودش کاملش می‌کند
+    return {
+        "data": {
+            "url": f"/quotes/{quote_id}/{kind}/{attachment_id}?disposition=inline&t={token}",
+            "token": token,
+        }
+    }
+
+
 @router.get("/{quote_id}/invoice/{attachment_id}")
-async def download_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
+async def download_invoice(
+    quote_id: uuid.UUID,
+    attachment_id: uuid.UUID,
+    disposition: str = "attachment",
+    t: str | None = None,
+    request: Request = None,
+    db: AsyncSession = Depends(get_db),
+):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "invoice")
+    await _require_file_access(request, t, quote_id, "invoice", attachment_id, db)
     content = await file_service.read_bytes(attachment)
     return Response(
         content=content,
         media_type=attachment.mime_type,
         headers={
-            "Content-Disposition": _content_disposition(attachment.file_name),
+            "Content-Disposition": _content_disposition(
+                attachment.file_name, inline=disposition == "inline"
+            ),
             "X-File-Id": str(attachment.id),
         },
     )
 
 
-@router.delete("/{quote_id}/invoice/{attachment_id}")
+@router.delete("/{quote_id}/invoice/{attachment_id}", dependencies=[Depends(_attachment_deleter), Depends(get_current_user)])
 async def delete_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "invoice")
@@ -132,7 +209,7 @@ async def delete_invoice(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: Asyn
 # Proforma — no status restriction
 # ---------------------------------------------------------------------------
 
-@router.post("/{quote_id}/proforma", status_code=201)
+@router.post("/{quote_id}/proforma", status_code=201, dependencies=[Depends(_attachment_writer)])
 async def upload_proforma(quote_id: uuid.UUID, file: UploadFile = File(...), db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     mime = _validate_upload(file)
@@ -143,7 +220,7 @@ async def upload_proforma(quote_id: uuid.UUID, file: UploadFile = File(...), db:
     return {"data": stored.to_dict()}
 
 
-@router.get("/{quote_id}/proforma")
+@router.get("/{quote_id}/proforma", dependencies=[Depends(get_current_user)])
 async def list_proformas(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachments = await file_service.list_for(db, quote_id, "proforma")
@@ -151,21 +228,31 @@ async def list_proformas(quote_id: uuid.UUID, db: AsyncSession = Depends(get_db)
 
 
 @router.get("/{quote_id}/proforma/{attachment_id}")
-async def download_proforma(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
+async def download_proforma(
+    quote_id: uuid.UUID,
+    attachment_id: uuid.UUID,
+    disposition: str = "attachment",
+    t: str | None = None,
+    request: Request = None,
+    db: AsyncSession = Depends(get_db),
+):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "proforma")
+    await _require_file_access(request, t, quote_id, "proforma", attachment_id, db)
     content = await file_service.read_bytes(attachment)
     return Response(
         content=content,
         media_type=attachment.mime_type,
         headers={
-            "Content-Disposition": _content_disposition(attachment.file_name),
+            "Content-Disposition": _content_disposition(
+                attachment.file_name, inline=disposition == "inline"
+            ),
             "X-File-Id": str(attachment.id),
         },
     )
 
 
-@router.delete("/{quote_id}/proforma/{attachment_id}")
+@router.delete("/{quote_id}/proforma/{attachment_id}", dependencies=[Depends(_attachment_deleter), Depends(get_current_user)])
 async def delete_proforma(quote_id: uuid.UUID, attachment_id: uuid.UUID, db: AsyncSession = Depends(get_db)):
     await _quote_or_404(db, quote_id)
     attachment = await _attachment_or_404(db, quote_id, attachment_id, "proforma")

backend/app/routers/inventory.py

@@ -12,6 +12,7 @@ import base64
 import uuid
 from contextlib import nullcontext
 from dataclasses import dataclass
+from datetime import datetime, timedelta, timezone
 from decimal import Decimal
 
 from fastapi import APIRouter, Depends, Query, Request
@@ -43,6 +44,7 @@ from app.utils.errors import (
     UnauthorizedError,
     ValidationError,
 )
+from app.utils.audit import record as audit_record
 from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
@@ -57,6 +59,7 @@ class Scope:
     role: str
     project_id: uuid.UUID | None
     actor: str | None
+    project_ids: list[uuid.UUID] | None = None
 
 
 async def inventory_scope(
@@ -74,30 +77,48 @@ async def inventory_scope(
     if request.headers.get("authorization"):
         user: UserContext = await get_optional_user(request, db)
         if user is not None:
-            if user.role is None:
+            panels = user.panels or {}
-                raise ForbiddenError("نقش شما هنوز در سیستم تعیین نشده است")
+            if user.role is None and not panels:
-            # v2.6: مدیر تدارکات = ادمین دفتر — دسترسی فقط‌خواندنی به پنل انبار.
+                raise ForbiddenError("دسترسی شما هنوز در سیستم تعیین نشده است")
-            if user.role == "procurement_manager":
+            # ادمین: دست‌نخورده — همه‌چیز از جمله تغییر موجودی
+            if user.role == "admin":
                 return Scope(role="admin", project_id=project_id, actor=user.display_name)
-            if user.role not in ("pm", "admin"):
+            # لایه پنل‌ها (جایگزین نقش‌ها): پنل انبار اولویت دارد
-                raise ValidationError("نقش نامعتبر است — فقط pm یا admin برای موجودی", field="role")
+            if "inventory" in panels:
-            if user.role == "pm":
+                if panels["inventory"] == "full":
-                allowed = list(user.project_ids or [])
+                    # کل سیستم و تمام پروژه‌ها — به‌جز تغییر موجودی
+                    return Scope(role="manager", project_id=project_id, actor=user.display_name, project_ids=list(user.member_project_ids or []))
+                # limited: فقط پروژه‌های عضویت + امکان تغییر موجودی
+                allowed = list(user.member_project_ids or [])
+                if not allowed:
+                    raise ForbiddenError("پروژه‌ای به شما تخصیص داده نشده است")
                 if project_id is not None:
                     if project_id not in allowed:
                         raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
-                    return Scope(role="pm", project_id=project_id, actor=user.display_name)
+                    return Scope(role="supervisor", project_id=project_id, actor=user.display_name, project_ids=allowed)
+                return Scope(role="supervisor", project_id=allowed[0], actor=user.display_name, project_ids=allowed)
+            # مدیر تدارکات و مدیر پروژه (میراث): دسترسی کامل به پنل انبار، اما فقط‌خواندنی در تغییر موجودی
+            if user.role in ("procurement_manager", "pm"):
+                return Scope(role="manager", project_id=project_id, actor=user.display_name, project_ids=list(user.project_ids or []))
+            if user.role == "supervisor":
+                allowed = list(user.project_ids or [])
                 if not allowed:
-                    raise ValidationError(
+                    raise ForbiddenError("پروژه تخصیص داده نشده است")
-                        "کاربر PM به هیچ پروژه‌ای متصل نیست (projects.pm_user_id)", field="project_id"
+                if project_id is not None:
-                    )
+                    if project_id not in allowed:
-                return Scope(role="pm", project_id=allowed[0], actor=user.display_name)
+                        raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
-            return Scope(role="admin", project_id=project_id, actor=user.display_name)
+                    return Scope(role="supervisor", project_id=project_id, actor=user.display_name, project_ids=allowed)
+                return Scope(role="supervisor", project_id=allowed[0], actor=user.display_name, project_ids=allowed)
+            if user.role == "admin":
+                return Scope(role="admin", project_id=project_id, actor=user.display_name)
+            raise ValidationError("نقش نامعتبر است", field="role")
 
     # Dev fallback: header-based identity (fork's placeholder mode) — only
-    # when an explicit X-User-Role header is sent. No auth info at all → 401.
+    # when DEV_LOGIN_ENABLED is explicitly turned on (local testing without
-    if not request.headers.get("x-user-role"):
+    # Casdoor). Disabled by default: unauthenticated header identity in
-        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor یا حالت توسعه را ارسال کنید")
+    # production would hand admin access to anyone who can reach the API.
+    if not settings.DEV_LOGIN_ENABLED or not request.headers.get("x-user-role"):
+        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     role = (request.headers.get("x-user-role") or settings.INVENTORY_DEFAULT_ROLE or ROLE_PM).strip().lower()
     if role == "procurement_manager":
         role = ROLE_ADMIN  # مدیر تدارکات = ادمین (فقط‌خواندنی)
@@ -125,9 +146,9 @@ async def inventory_scope(
     return Scope(role=role, project_id=project_id, actor=actor)
 
 
-def _require_pm(scope: Scope) -> None:
+def _require_inventory_modifier(scope: Scope) -> None:
-    if scope.role != ROLE_PM:
+    if scope.role not in (ROLE_ADMIN, "admin", "supervisor", ROLE_PM):
-        raise ForbiddenError("دسترسی ادمین فقط خواندنی است — ثبت/تغییر موجودی مجاز نیست")
+        raise ForbiddenError("مدیر تدارکات و مدیر پروژه امکان تغییر موجودی انبار را ندارند — فقط سرپرست پروژه و ادمین مجاز هستند")
 
 
 # ---------------------------------------------------------------------------
@@ -194,6 +215,7 @@ def transaction_to_dict(tx: InventoryTransaction, wh: Warehouse | None = None) -
         "physical_qty": float(tx.physical_qty) if tx.physical_qty is not None else None,
         "transfer_pair_id": str(tx.transfer_pair_id) if tx.transfer_pair_id else None,
         "performed_by": tx.performed_by,
+        "delivered_to": tx.delivered_to,
         "transaction_date": to_iso(tx.transaction_date),
         "note": tx.note,
     }
@@ -212,8 +234,16 @@ async def list_warehouses(
     db: AsyncSession = Depends(get_db),
 ):
     stmt = select(Warehouse)
-    if scope.role == ROLE_PM:
+    if scope.role in (ROLE_PM, "supervisor"):
-        stmt = stmt.where(Warehouse.project_id == scope.project_id)  # force PM scope
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if project_id is not None:
+            if project_id not in allowed:
+                raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+            stmt = stmt.where(Warehouse.project_id == project_id)
+        elif allowed:
+            stmt = stmt.where(Warehouse.project_id.in_(allowed))
+        else:
+            stmt = stmt.where(Warehouse.project_id == scope.project_id)
     elif project_id is not None:
         stmt = stmt.where(Warehouse.project_id == project_id)
     stmt = stmt.order_by(Warehouse.name)
@@ -245,9 +275,11 @@ async def create_warehouse(
     scope: Scope = Depends(inventory_scope),
     db: AsyncSession = Depends(get_db),
 ):
-    # PM: فقط پروژه خودش — Admin: ساختار را مدیریت می‌کند (هر پروژه)
+    # PM / سرپرست: فقط پروژه خودش — Admin: ساختار را مدیریت می‌کند (هر پروژه)
-    if scope.role == ROLE_PM and payload.project_id != scope.project_id:
+    if scope.role in (ROLE_PM, "supervisor"):
-        raise ValidationError("PM فقط می‌تواند برای پروژه خودش انبار بسازد", field="project_id")
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if payload.project_id not in allowed:
+            raise ValidationError("شما فقط می‌توانید برای پروژه تخصیص‌یافته به خود انبار بسازید", field="project_id")
     if await db.get(Project, payload.project_id) is None:
         raise NotFoundError("پروژه یافت نشد", field="project_id")
     wh = Warehouse(project_id=payload.project_id, name=payload.name, description=payload.description)
@@ -264,19 +296,21 @@ async def update_warehouse(
     db: AsyncSession = Depends(get_db),
 ):
     wh = await get_warehouse_or_404(db, warehouse_id)
-    if scope.role == ROLE_PM:
+    if scope.role in (ROLE_PM, "supervisor"):
-        if scope.project_id != wh.project_id:
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if wh.project_id not in allowed:
             raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
     if payload.name is not None:
         wh.name = payload.name
     if payload.description is not None:
         wh.description = payload.description
+    # پروژه‌ی انبار تغییرناپذیر است — انبار برای همیشه به پروژه‌ی والدش تعلق
+    # دارد و فقط با حذف و ساخت دوباره می‌تواند جابه‌جا شود.
     if payload.project_id is not None and str(payload.project_id) != str(wh.project_id):
-        if await db.get(Project, payload.project_id) is None:
+        raise ValidationError(
-            raise NotFoundError("پروژه مقصد یافت نشد", field="project_id")
+            "پروژه‌ی انبار قابل تغییر نیست — انبار برای همیشه به پروژه‌ی والدش تعلق دارد",
-        if scope.role == ROLE_PM and payload.project_id != scope.project_id:
+            field="project_id",
-            raise ForbiddenError("PM فقط می‌تواند انبار را در پروژه خودش جابه‌جا کند", field="project_id")
+        )
-        wh.project_id = payload.project_id
     await db.flush()
     return {"data": warehouse_to_dict(wh, await db.get(Project, wh.project_id))}
 
@@ -288,8 +322,10 @@ async def delete_warehouse(
     db: AsyncSession = Depends(get_db),
 ):
     wh = await get_warehouse_or_404(db, warehouse_id)
-    if scope.role == ROLE_PM and scope.project_id != wh.project_id:
+    if scope.role in (ROLE_PM, "supervisor"):
-        raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if wh.project_id not in allowed:
+            raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
     # inventory rows cascade via DDL; transactions are RESTRICTed through
     # inventory cascade — block deletion if any stock history exists.
     linked = await db.scalar(
@@ -310,7 +346,6 @@ async def delete_warehouse(
 @router.get("")
 async def list_inventory(
     project_id: uuid.UUID | None = None,
-    category_id=None,
     warehouse_id=None,
     material_id=None,
     sort: str | None = None,
@@ -320,18 +355,26 @@ async def list_inventory(
     db: AsyncSession = Depends(get_db),
 ):
     stmt = select(InventoryItem)
-    if scope.role == ROLE_PM:
+    if scope.role in (ROLE_PM, "supervisor"):
-        stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
-            Warehouse.project_id == scope.project_id
+        if project_id is not None:
-        )
+            if project_id not in allowed:
+                raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+            stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
+                Warehouse.project_id == project_id
+            )
+        elif allowed:
+            stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
+                Warehouse.project_id.in_(allowed)
+            )
+        else:
+            stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
+                Warehouse.project_id == scope.project_id
+            )
     elif project_id is not None:
         stmt = stmt.join(Warehouse, Warehouse.id == InventoryItem.warehouse_id).where(
             Warehouse.project_id == project_id
         )
-    if category_id is not None:
-        stmt = stmt.join(Material, Material.id == InventoryItem.material_id).where(
-            Material.category_id == category_id
-        )
     if warehouse_id is not None:
         stmt = stmt.where(InventoryItem.warehouse_id == warehouse_id)
     if material_id is not None:
@@ -353,10 +396,6 @@ async def _serialize_inventory_rows(db: AsyncSession, items: list[InventoryItem]
     unit_ids = {i.unit_id for i in items}
     warehouses = {w.id: w for w in (await db.execute(select(Warehouse).where(Warehouse.id.in_(wh_ids)))).scalars()}
     materials = {m.id: m for m in (await db.execute(select(Material).where(Material.id.in_(mat_ids)))).scalars()}
-    categories = {}
-    if materials:
-        cat_ids = {m.category_id for m in materials.values()}
-        categories = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
     brands = {}
     if brand_ids:
         brands = {b.id: b for b in (await db.execute(select(Brand).where(Brand.id.in_(brand_ids)))).scalars()}
@@ -366,7 +405,7 @@ async def _serialize_inventory_rows(db: AsyncSession, items: list[InventoryItem]
     return [
         inventory_to_dict(
             i, warehouses[i.warehouse_id], materials[i.material_id],
-            categories.get(materials[i.material_id].category_id), brands.get(i.brand_id), units.get(i.unit_id),
+            None, brands.get(i.brand_id), units.get(i.unit_id),
         )
         for i in items
     ]
@@ -393,8 +432,16 @@ async def list_transactions(
     stmt = select(InventoryTransaction).join(
         InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id
     ).join(Warehouse, Warehouse.id == InventoryItem.warehouse_id)
-    if scope.role == ROLE_PM:
+    if scope.role in (ROLE_PM, "supervisor"):
-        stmt = stmt.where(Warehouse.project_id == scope.project_id)
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if project_id is not None:
+            if project_id not in allowed:
+                raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+            stmt = stmt.where(Warehouse.project_id == project_id)
+        elif allowed:
+            stmt = stmt.where(Warehouse.project_id.in_(allowed))
+        else:
+            stmt = stmt.where(Warehouse.project_id == scope.project_id)
     elif project_id is not None:
         stmt = stmt.where(Warehouse.project_id == project_id)
     if warehouse_id is not None:
@@ -402,9 +449,18 @@ async def list_transactions(
     if transaction_type is not None:
         stmt = stmt.where(InventoryTransaction.transaction_type == transaction_type)
     if date_from is not None:
-        stmt = stmt.where(InventoryTransaction.transaction_date >= date_from)
+        # asyncpg تایپ سخت‌گیرانه دارد: رشته باید به datetime آگاه تبدیل شود.
+        # دیتابیس با TZ=UTC اجرا می‌شود، پس «YYYY-MM-DD» یعنی نیمه‌شب UTC
+        # (همان معناشناسی کست قدیمیِ رشته در PostgreSQL).
+        stmt = stmt.where(
+            InventoryTransaction.transaction_date
+            >= datetime.fromisoformat(date_from).replace(tzinfo=timezone.utc)
+        )
     if date_to is not None:
-        stmt = stmt.where(InventoryTransaction.transaction_date < date_to + " 24:00:00")
+        stmt = stmt.where(
+            InventoryTransaction.transaction_date
+            < datetime.fromisoformat(date_to).replace(tzinfo=timezone.utc) + timedelta(days=1)
+        )
     stmt = sort_query(stmt, InventoryTransaction, sort, default="-transaction_date")
     items, meta = await paginate(stmt, page, page_size, db)
 
@@ -459,8 +515,10 @@ async def inventory_history(
     if item is None:
         raise NotFoundError("موجودی یافت نشد")
     wh = await get_warehouse_or_404(db, item.warehouse_id)
-    if scope.role == ROLE_PM and wh.project_id != scope.project_id:
+    if scope.role in (ROLE_PM, "supervisor"):
-        raise ForbiddenError("این موجودی متعلق به پروژه شما نیست")
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
+        if wh.project_id not in allowed:
+            raise ForbiddenError("این موجودی متعلق به پروژه شما نیست")
     txs = (await db.execute(
         select(InventoryTransaction)
         .where(InventoryTransaction.inventory_id == inventory_id)
@@ -479,19 +537,31 @@ async def create_transaction(
     scope: Scope = Depends(inventory_scope),
     db: AsyncSession = Depends(get_db),
 ):
-    _require_pm(scope)
+    _require_inventory_modifier(scope)
     # No explicit db.begin(): the session may already be inside an implicit
     # transaction (inventory_scope read from it in the JWT path); get_db
     # commits on success / rolls back on failure.
     with nullcontext():
         wh = await get_warehouse_or_404(db, payload.warehouse_id)
-        if wh.project_id != scope.project_id:
+        allowed = scope.project_ids or ([scope.project_id] if scope.project_id else [])
-            raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
+        if scope.role in (ROLE_PM, "supervisor"):
-        if payload.dest_warehouse_id is not None:
+            if wh.project_id not in allowed:
-            dest = await get_warehouse_or_404(db, payload.dest_warehouse_id)
+                raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
-            if dest.project_id != scope.project_id:
+            if payload.dest_warehouse_id is not None:
-                raise ForbiddenError("انبار مقصد متعلق به پروژه شما نیست")
+                dest = await get_warehouse_or_404(db, payload.dest_warehouse_id)
+                if dest.project_id not in allowed:
+                    raise ForbiddenError("انبار مقصد متعلق به پروژه شما نیست")
         txs = await apply_transaction(db, payload, performed_by=scope.actor)
+        await audit_record(
+            db,
+            actor=scope.actor,
+            action="inventory.transaction_created",
+            entity="inventory",
+            entity_id=str(txs[0].inventory_id) if txs else None,
+            details={"type": payload.transaction_type, "quantity": str(payload.quantity),
+                     "warehouse_id": str(payload.warehouse_id),
+                     "tx_ids": [str(tx.id) for tx in txs]},
+        )
     return {"data": [transaction_to_dict(tx) for tx in txs]}
 
 
@@ -518,58 +588,3 @@ async def transaction_types():
         "PURCHASE", "WITHDRAWAL", "RETURN", "TRANSFER_IN", "TRANSFER_OUT",
         "DAMAGE", "WASTE", "LOSS", "FOUND", "STOCK_COUNT",
     )]}
-
-
-# ---------------------------------------------------------------------------
-# Material selector — filtered by Category + Warehouse (transaction forms)
-# ---------------------------------------------------------------------------
-
-@router.get("/materials/options")
-async def material_options(
-    category_id: uuid.UUID,
-    warehouse_id: uuid.UUID | None = None,
-    scope: Scope = Depends(inventory_scope),
-    db: AsyncSession = Depends(get_db),
-):
-    """Materials for the transaction form.
-
-    Always filtered by category. When `warehouse_id` is given, only materials
-    that already exist in that warehouse's inventory are returned (so the PM
-    works with the actual stock of that warehouse); otherwise the full
-    category list is returned (e.g. first purchase of a new material).
-    """
-    category = await db.get(MaterialCategory, category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
-
-    stmt = select(Material).where(Material.category_id == category_id, Material.status == "active")
-    if warehouse_id is not None:
-        wh = await get_warehouse_or_404(db, warehouse_id)
-        if scope.role == ROLE_PM and wh.project_id != scope.project_id:
-            raise ForbiddenError("این انبار متعلق به پروژه شما نیست")
-        stmt = stmt.where(
-            Material.id.in_(
-                select(InventoryItem.material_id).where(InventoryItem.warehouse_id == warehouse_id)
-            )
-        )
-    stmt = stmt.order_by(Material.name)
-    materials = (await db.execute(stmt)).scalars().all()
-
-    # Brands per material (from brand_materials catalog + brands actually used in stock)
-    brand_rows = (await db.execute(
-        select(BrandMaterial.material_id, Brand.id, Brand.name)
-        .join(Brand, Brand.id == BrandMaterial.brand_id)
-        .where(BrandMaterial.material_id.in_([m.id for m in materials]), BrandMaterial.is_active.is_(True))
-    )).all()
-    brands_by_material: dict[str, list[dict]] = {}
-    for mat_id, b_id, b_name in brand_rows:
-        brands_by_material.setdefault(str(mat_id), []).append({"id": str(b_id), "name": b_name})
-
-    return {"data": [
-        {
-            "id": str(m.id),
-            "name": m.name,
-            "brands": brands_by_material.get(str(m.id), []),
-        }
-        for m in materials
-    ]}

backend/app/routers/item_decisions.py

@@ -4,11 +4,16 @@ State machine (P1 cross-endpoint rules):
     pending -> chosen (requires chosen_item_termsheet_id of the SAME line item)
     pending -> rejected
     chosen/rejected -> pending/anything-else = 409
+
+Auth: JWT required globally (main.py). The state-changing endpoints are a
+purchase decision — restricted to procurement_manager / admin via
+require_role; reads stay open to every authenticated role.
 """
 from fastapi import APIRouter, Depends
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_role
 from app.db.engine import get_db
 from app.models.procurement import ItemDecision, ItemTermsheet, LineItem
 from app.schemas.procurement import DecisionPatch, DecisionPut, DecisionStatusUpdate
@@ -21,6 +26,9 @@ router = APIRouter(
     tags=["item-decisions"],
 )
 
+# خرید/رد اقلام = تصمیم تدارکات؛ ادمین و مدیر تدارکات
+_decision_writer = require_role("procurement_manager", "admin")
+
 
 async def _line_item_or_404(db: AsyncSession, quote_id, line_item_id) -> LineItem:
     li = await db.scalar(
@@ -59,7 +67,7 @@ async def get_decision(quote_id, line_item_id, db: AsyncSession = Depends(get_db
     return {"data": decision_full(decision)}
 
 
-@router.put("")
+@router.put("", dependencies=[Depends(_decision_writer)])
 async def put_decision(
     quote_id, line_item_id, payload: DecisionPut, db: AsyncSession = Depends(get_db)
 ):
@@ -93,7 +101,7 @@ async def put_decision(
     return {"data": decision_full(decision), "status_code_hint": 201 if created else 200}
 
 
-@router.patch("/status")
+@router.patch("/status", dependencies=[Depends(_decision_writer)])
 async def patch_decision_status(
     quote_id, line_item_id, payload: DecisionStatusUpdate, db: AsyncSession = Depends(get_db)
 ):
@@ -118,7 +126,7 @@ async def patch_decision_status(
     return {"data": decision_full(decision)}
 
 
-@router.patch("")
+@router.patch("", dependencies=[Depends(_decision_writer)])
 async def patch_decision(
     quote_id, line_item_id, payload: DecisionPatch, db: AsyncSession = Depends(get_db)
 ):

backend/app/routers/item_receipts.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import ItemDecision, ItemReceipt, LineItem
 from app.schemas.procurement import ReceiptCreate, ReceiptUpdate
@@ -14,6 +15,7 @@ router = APIRouter(
     prefix="/quotes/{quote_id}/line-items/{line_item_id}/receipt",
     tags=["item-receipts"],
 )
+_procurement_writer = require_procurement_writer()
 
 
 async def _line_item_or_404(db: AsyncSession, quote_id, line_item_id) -> LineItem:
@@ -45,7 +47,13 @@ async def get_receipt(quote_id, line_item_id, db: AsyncSession = Depends(get_db)
 
 
 @router.post("", status_code=201)
-async def create_receipt(quote_id, line_item_id, payload: ReceiptCreate, db: AsyncSession = Depends(get_db)):
+async def create_receipt(
+    quote_id,
+    line_item_id,
+    payload: ReceiptCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     await _line_item_or_404(db, quote_id, line_item_id)
     decision = await _decision_or_404(db, line_item_id)
     existing = await db.scalar(select(ItemReceipt).where(ItemReceipt.item_decision_id == decision.id))
@@ -65,7 +73,13 @@ async def create_receipt(quote_id, line_item_id, payload: ReceiptCreate, db: Asy
 
 
 @router.patch("")
-async def update_receipt(quote_id, line_item_id, payload: ReceiptUpdate, db: AsyncSession = Depends(get_db)):
+async def update_receipt(
+    quote_id,
+    line_item_id,
+    payload: ReceiptUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     await _line_item_or_404(db, quote_id, line_item_id)
     decision = await db.scalar(select(ItemDecision).where(ItemDecision.line_item_id == line_item_id))
     if decision is None:

backend/app/routers/item_termsheets.py

@@ -7,6 +7,7 @@ from fastapi import APIRouter, Depends
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import (
     ItemDecision,
@@ -23,6 +24,7 @@ router = APIRouter(
     prefix="/quotes/{quote_id}/line-items/{line_item_id}/termsheets",
     tags=["item-termsheets"],
 )
+_procurement_writer = require_procurement_writer()
 
 
 async def _line_item_or_404(db: AsyncSession, quote_id, line_item_id) -> LineItem:
@@ -58,7 +60,11 @@ async def list_item_termsheets(quote_id, line_item_id, db: AsyncSession = Depend
 
 @router.post("", status_code=201)
 async def create_item_termsheet(
-    quote_id, line_item_id, payload: ItemTermsheetCreate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    line_item_id,
+    payload: ItemTermsheetCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     async with db.begin():
         li = await _line_item_or_404(db, quote_id, line_item_id)
@@ -93,7 +99,12 @@ async def create_item_termsheet(
 
 @router.patch("/{item_termsheet_id}")
 async def update_item_termsheet(
-    quote_id, line_item_id, item_termsheet_id, payload: ItemTermsheetUpdate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    line_item_id,
+    item_termsheet_id,
+    payload: ItemTermsheetUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     li = await _line_item_or_404(db, quote_id, line_item_id)
     quote = await db.get(Quote, quote_id)
@@ -114,7 +125,11 @@ async def update_item_termsheet(
 
 @router.delete("/{item_termsheet_id}")
 async def delete_item_termsheet(
-    quote_id, line_item_id, item_termsheet_id, db: AsyncSession = Depends(get_db)
+    quote_id,
+    line_item_id,
+    item_termsheet_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     it = await db.scalar(
         select(ItemTermsheet).where(ItemTermsheet.id == item_termsheet_id, ItemTermsheet.line_item_id == line_item_id)

backend/app/routers/line_item_specs.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import AttributeDefinition, Unit
 from app.models.procurement import LineItem, LineItemSpec, Quote
@@ -12,6 +13,7 @@ from app.services.eav_service import flatten_eav_values
 from app.utils.errors import ConflictError, NotFoundError
 
 router = APIRouter(prefix="/quotes/{quote_id}/line-items/{line_item_id}/specs", tags=["line-item-specs"])
+_procurement_writer = require_procurement_writer()
 
 
 async def _line_item_or_404(db: AsyncSession, quote_id, line_item_id) -> LineItem:
@@ -53,7 +55,13 @@ async def get_line_item_specs(quote_id, line_item_id, db: AsyncSession = Depends
 
 
 @router.put("")
-async def put_line_item_specs(quote_id, line_item_id, payload: SpecsPutIn, db: AsyncSession = Depends(get_db)):
+async def put_line_item_specs(
+    quote_id,
+    line_item_id,
+    payload: SpecsPutIn,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     """FULL replacement — specs not in the payload are DELETED (P1-19)."""
     async with db.begin():
         li = await _line_item_or_404(db, quote_id, line_item_id)

backend/app/routers/line_items.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import Material, Unit
 from app.models.procurement import ItemDecision, LineItem, Quote
@@ -14,6 +15,7 @@ from app.utils.errors import ConflictError, NotFoundError
 from app.utils.pagination import paginate, sort_query
 
 router = APIRouter(prefix="/quotes/{quote_id}/line-items", tags=["line-items"])
+_procurement_writer = require_procurement_writer()
 
 
 async def _quote_or_404(db: AsyncSession, quote_id) -> Quote:
@@ -50,7 +52,12 @@ async def list_line_items(
 
 
 @router.post("", status_code=201)
-async def create_line_item(quote_id, payload: LineItemCreate, db: AsyncSession = Depends(get_db)):
+async def create_line_item(
+    quote_id,
+    payload: LineItemCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     async with db.begin():
         quote = await _quote_or_404(db, quote_id)
         if quote.status != "offered":
@@ -89,7 +96,11 @@ async def get_line_item(
 
 @router.patch("/{line_item_id}")
 async def update_line_item(
-    quote_id, line_item_id, payload: LineItemUpdate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    line_item_id,
+    payload: LineItemUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     li = await _line_item_or_404(db, quote_id, line_item_id)
     quote = await _quote_or_404(db, quote_id)
@@ -108,6 +119,7 @@ async def update_line_item(
         effective_bm = payload.brand_material_id if payload.brand_material_id is not None else li.brand_material_id
         await ensure_brand_material_belong(db, effective_bm, new_material_id)
 
+    old_material_id = li.material_id
     if payload.material_id is not None:
         li.material_id = payload.material_id
         # v2.5: keep the supplier<->material catalog edge in sync.
@@ -121,11 +133,21 @@ async def update_line_item(
     if payload.notes is not None:
         li.notes = payload.notes
     await db.flush()
+
+    if payload.material_id is not None and payload.material_id != old_material_id:
+        from app.services.quote_service import cleanup_orphan_materials
+        await cleanup_orphan_materials(db, [old_material_id])
+
     return {"data": (await serialize_line_items(db, [li], set()))[0]}
 
 
 @router.delete("/{line_item_id}")
-async def delete_line_item(quote_id, line_item_id, db: AsyncSession = Depends(get_db)):
+async def delete_line_item(
+    quote_id,
+    line_item_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     li = await _line_item_or_404(db, quote_id, line_item_id)
     quote = await _quote_or_404(db, quote_id)
     if quote.status != "offered":
@@ -133,6 +155,13 @@ async def delete_line_item(quote_id, line_item_id, db: AsyncSession = Depends(ge
     decision = await db.scalar(select(ItemDecision).where(ItemDecision.line_item_id == li.id))
     if decision is not None and decision.status == "chosen":
         raise ConflictError("خط آیتم انتخاب‌شده قابل حذف نیست")
+    old_material_id = li.material_id
     await db.delete(li)  # specs / links / decision / receipt cascade via DDL
     await db.flush()
+
+    if old_material_id:
+        from app.services.quote_service import cleanup_orphan_materials
+        await cleanup_orphan_materials(db, [old_material_id])
+
     return {"data": {"id": str(line_item_id), "deleted": True}}
+

backend/app/routers/material_categories.py

@@ -3,14 +3,17 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
-from app.models.catalog import Material, MaterialCategory
+from app.models.catalog import MaterialCategory
+from app.models.procurement import Supplier
 from app.schemas.catalog import MaterialCategoryCreate, MaterialCategoryUpdate
 from app.utils.errors import ConflictError, NotFoundError
 from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/material-categories", tags=["material-categories"])
+_procurement_writer = require_procurement_writer()
 
 
 def category_to_dict(category: MaterialCategory) -> dict:
@@ -45,7 +48,11 @@ async def list_categories(
 
 
 @router.post("", status_code=201)
-async def create_category(payload: MaterialCategoryCreate, db: AsyncSession = Depends(get_db)):
+async def create_category(
+    payload: MaterialCategoryCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     duplicate = await db.scalar(select(MaterialCategory.id).where(MaterialCategory.slug == payload.slug))
     if duplicate is not None:
         raise ConflictError("دسته‌بندی با این slug قبلاً ثبت شده است", field="slug")
@@ -69,7 +76,12 @@ async def get_category(category_id, db: AsyncSession = Depends(get_db)):
 
 
 @router.patch("/{category_id}")
-async def update_category(category_id, payload: MaterialCategoryUpdate, db: AsyncSession = Depends(get_db)):
+async def update_category(
+    category_id,
+    payload: MaterialCategoryUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     category = await db.get(MaterialCategory, category_id)
     if category is None:
         raise NotFoundError("دسته‌بندی یافت نشد")
@@ -91,14 +103,22 @@ async def update_category(category_id, payload: MaterialCategoryUpdate, db: Asyn
 
 
 @router.delete("/{category_id}")
-async def delete_category(category_id, db: AsyncSession = Depends(get_db)):
+async def delete_category(
+    category_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     category = await db.get(MaterialCategory, category_id)
     if category is None:
         raise NotFoundError("دسته‌بندی یافت نشد")
-    # materials.category_id is ON DELETE RESTRICT — block if any material exists.
+    # v2.7: materials no longer carry a category, so what blocks deletion is the
-    linked = await db.scalar(select(func.count()).select_from(Material).where(Material.category_id == category_id))
+    # supplier side — suppliers.category_id is ON DELETE RESTRICT. Every
+    # material of that category is reached through those suppliers.
+    linked = await db.scalar(
+        select(func.count()).select_from(Supplier).where(Supplier.category_id == category_id)
+    )
     if linked:
-        raise ConflictError(f"این دسته‌بندی شامل {linked} متریال است و قابل حذف نیست")
+        raise ConflictError(f"این دسته‌بندی برای {linked} تأمین‌کننده ثبت شده و قابل حذف نیست")
     await db.delete(category)  # category_attributes cascade via DDL
     await db.flush()
     return {"data": {"id": str(category_id), "deleted": True}}

backend/app/routers/materials.py

@@ -9,6 +9,7 @@ from fastapi import APIRouter, Depends, Query, Request
 from sqlalchemy import exists, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import (
     AttributeDefinition,
@@ -38,6 +39,7 @@ from app.utils.errors import ConflictError, NotFoundError, ValidationError
 from app.utils.pagination import paginate, sort_query
 
 router = APIRouter(prefix="/materials", tags=["materials"])
+_procurement_writer = require_procurement_writer()
 
 
 def _coerce_filter_value(data_type: str, raw: str):
@@ -97,7 +99,6 @@ async def _apply_attr_filters(db: AsyncSession, stmt, request: Request):
 async def list_materials(
     page: int = Query(1, ge=1),
     page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
     brand_id=None,
     status: str | None = None,
     q: str | None = None,
@@ -107,8 +108,6 @@ async def list_materials(
     db: AsyncSession = Depends(get_db),
 ):
     stmt = select(Material)
-    if category_id:
-        stmt = stmt.where(Material.category_id == category_id)
     if brand_id:
         # WHERE EXISTS brand_materials with that brand_id
         sub = select(1).where(
@@ -128,7 +127,10 @@ async def list_materials(
 
 @router.post("", status_code=201)
 async def create_material(
-    payload: MaterialCreate, expand: str | None = None, db: AsyncSession = Depends(get_db)
+    payload: MaterialCreate,
+    expand: str | None = None,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     material = await material_service.create_material(db, payload)
     return {"data": await serialize_material(db, material, parse_expand(expand))}
@@ -143,7 +145,12 @@ async def get_material(material_id, expand: str | None = None, db: AsyncSession
 
 
 @router.patch("/{material_id}")
-async def update_material(material_id, payload: MaterialUpdate, db: AsyncSession = Depends(get_db)):
+async def update_material(
+    material_id,
+    payload: MaterialUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     material = await db.get(Material, material_id)
     if material is None:
         raise NotFoundError("متریال یافت نشد")
@@ -152,7 +159,11 @@ async def update_material(material_id, payload: MaterialUpdate, db: AsyncSession
 
 
 @router.delete("/{material_id}")
-async def delete_material(material_id, db: AsyncSession = Depends(get_db)):
+async def delete_material(
+    material_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     material = await db.get(Material, material_id)
     if material is None:
         raise NotFoundError("متریال یافت نشد")
@@ -251,7 +262,10 @@ async def list_material_units(
 
 @router.post("/{material_id}/units", status_code=201)
 async def create_material_unit(
-    material_id, payload: MaterialUnitCreate, db: AsyncSession = Depends(get_db)
+    material_id,
+    payload: MaterialUnitCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     async with db.begin():
         await _material_or_404(db, material_id)
@@ -290,7 +304,11 @@ async def create_material_unit(
 
 @router.patch("/{material_id}/units/{mu_id}")
 async def update_material_unit(
-    material_id, mu_id, payload: MaterialUnitUpdate, db: AsyncSession = Depends(get_db)
+    material_id,
+    mu_id,
+    payload: MaterialUnitUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     async with db.begin():
         mu = await db.scalar(
@@ -322,7 +340,12 @@ async def update_material_unit(
 
 
 @router.delete("/{material_id}/units/{mu_id}")
-async def delete_material_unit(material_id, mu_id, db: AsyncSession = Depends(get_db)):
+async def delete_material_unit(
+    material_id,
+    mu_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     mu = await db.scalar(
         select(MaterialUnit).where(MaterialUnit.id == mu_id, MaterialUnit.material_id == material_id)
     )
@@ -368,7 +391,10 @@ async def get_material_attribute_values(
 
 @router.put("/{material_id}/attribute-values")
 async def put_material_attribute_values(
-    material_id, payload: MaterialAttributeValuesPut, db: AsyncSession = Depends(get_db)
+    material_id,
+    payload: MaterialAttributeValuesPut,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     """FULL replacement of a material's EAV values (empty array deletes all)."""
     async with db.begin():

backend/app/routers/pm.py

@@ -19,8 +19,9 @@ Rules enforced here:
   the canonical unit for auto-posted purchases.
 - quote.status flips to 'arrived' when ALL chosen items are fully received.
 
-Auth: Casdoor JWT primary; dev fallback headers (X-User-Role: pm|admin +
+Auth: Casdoor JWT (a global dependency in main.py) resolves the caller;
-X-Project-Id for pm) when no Authorization header — same pattern as the
+optional dev-header fallback (X-User-Role: pm|admin + X-Project-Id for pm)
+exists only when PROCUREMENT_DEV_LOGIN_ENABLED=true — same pattern as the
 inventory router.
 """
 import base64
@@ -35,19 +36,22 @@ from sqlalchemy.dialects.postgresql import insert as pg_insert
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.auth import UserContext, get_optional_user
+from app.config import settings
 from app.db.engine import get_db
-from app.models.catalog import BrandMaterial, Material, MaterialCategory, Unit
+from app.models.catalog import AttributeDefinition, Brand, BrandMaterial, Material, Unit
 from app.models.inventory import InventoryItem, InventoryTransaction, Warehouse
 from app.models.procurement import (
     ItemDecision,
     ItemReceipt,
     ItemReceiptAllocation,
     LineItem,
+    LineItemSpec,
     Project,
     Quote,
     Supplier,
 )
 from app.schemas.procurement import PMReceiptCreate
+from app.services import analytics
 from app.services.inventory_service import canonical_specs_hash
 from app.utils.errors import (
     ForbiddenError,
@@ -68,16 +72,17 @@ class ArrivalScope:
     user_id: uuid.UUID | None
     project_id: uuid.UUID | None  # PM's active project; admin: optional filter
     display_name: str
+    project_ids: list[uuid.UUID] | None = None
 
 
 async def arrivals_scope(
     request: Request,
-    project_id: uuid.UUID | None = Query(default=None, description="پروژه فعال (PM: الزامی برای داده‌های پروژه)"),
+    project_id: uuid.UUID | None = Query(default=None, description="پروژه فعال (PM / سرپرست: داده‌های پروژه)"),
     db: AsyncSession = Depends(get_db),
 ) -> ArrivalScope:
     """Resolve the arrivals caller — Casdoor JWT first, dev headers as fallback.
 
-    PM → scoped to the requested project, which must be one they manage
+    PM / supervisor → scoped to the requested project, which must be one they manage
     (projects.pm_user_id, 1:N); without the param, their first project.
     Admin / procurement manager → all projects (param = optional filter).
     """
@@ -86,26 +91,31 @@ async def arrivals_scope(
         if ctx is not None:
             if ctx.role is None:
                 raise ForbiddenError("نقش شما هنوز در سیستم تعیین نشده است")
-            if ctx.role == "pm":
+            if ctx.role in ("pm", "supervisor"):
                 allowed = list(ctx.project_ids or [])
                 if project_id is not None:
                     if project_id not in allowed:
                         raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
-                    return ArrivalScope(role="pm", user_id=ctx.user.id, project_id=project_id, display_name=ctx.display_name)
+                    return ArrivalScope(role="pm", user_id=ctx.user.id, project_id=project_id, display_name=ctx.display_name, project_ids=allowed)
                 if not allowed:
                     raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
-                return ArrivalScope(role="pm", user_id=ctx.user.id, project_id=allowed[0], display_name=ctx.display_name)
+                return ArrivalScope(role="pm", user_id=ctx.user.id, project_id=allowed[0], display_name=ctx.display_name, project_ids=allowed)
             if ctx.role in ("admin", "procurement_manager"):
                 return ArrivalScope(role="admin", user_id=ctx.user.id, project_id=project_id, display_name=ctx.display_name)
-            raise ForbiddenError("این بخش فقط برای مدیر پروژه یا مدیر تدارکات است")
+            raise ForbiddenError("این بخش فقط برای مدیر یا سرپرست پروژه و مدیر تدارکات است")
-    # Dev fallback: X-User-Role: pm | admin (procurement_manager maps to admin)
+    # Dev fallback: X-User-Role: pm | supervisor | admin (procurement_manager maps to
-    if not request.headers.get("x-user-role"):
+    # admin) — ONLY when DEV_LOGIN_ENABLED (local testing without Casdoor).
-        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor یا حالت توسعه را ارسال کنید")
+    # Disabled by default: an ungated header identity in production would
+    # let anyone confirm receipts as PM.
+    if not settings.DEV_LOGIN_ENABLED or not request.headers.get("x-user-role"):
+        raise UnauthorizedError("احراز هویت لازم است — توکن Casdoor ارسال کنید")
     role = (request.headers.get("x-user-role") or "").strip().lower()
     if role == "procurement_manager":
         role = "admin"
+    elif role == "supervisor":
+        role = "pm"
     if role not in ("pm", "admin"):
-        raise ForbiddenError("این بخش فقط برای مدیر پروژه یا مدیر تدارکات است — هدر X-User-Role را بفرستید")
+        raise ForbiddenError("این بخش فقط برای مدیر یا سرپرست پروژه و مدیر تدارکات است — هدر X-User-Role را بفرستید")
     # The explicit query param wins; otherwise the dev header carries it.
     if project_id is None and role == "pm":
         raw_project = request.headers.get("x-project-id")
@@ -173,20 +183,35 @@ def arrival_state(ordered: Decimal, received: Decimal | None) -> str:
 async def pm_on_the_way(
     ctx: ArrivalScope = Depends(arrivals_scope),
     db: AsyncSession = Depends(get_db),
+    material_id: uuid.UUID | None = Query(default=None, description="فیلتر متریال (داشبورد بازرگانی)"),
+    brand_id: uuid.UUID | None = Query(default=None, description="فیلتر برند (داشبورد بازرگانی)"),
 ):
     stmt = (
-        select(ItemDecision, LineItem, Quote, Material, Supplier, Project)
+        select(ItemDecision, LineItem, Quote, Material, Supplier, Project, BrandMaterial, Brand)
         .join(LineItem, LineItem.id == ItemDecision.line_item_id)
         .join(Quote, Quote.id == LineItem.quote_id)
         .join(Material, Material.id == LineItem.material_id)
         .join(Supplier, Supplier.id == Quote.supplier_id)
         .outerjoin(Project, Project.id == ItemDecision.project_id)
+        .outerjoin(BrandMaterial, BrandMaterial.id == LineItem.brand_material_id)
+        .outerjoin(Brand, Brand.id == BrandMaterial.brand_id)
         .where(ItemDecision.status == "chosen")
     )
-    if ctx.role == "pm" and ctx.project_id is None:
+    if material_id is not None:
-        raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
+        stmt = stmt.where(Material.id == material_id)
-    if ctx.project_id is not None:
+    if brand_id is not None:
-        # PM: active project; admin/manager: optional project filter
+        stmt = stmt.where(BrandMaterial.brand_id == brand_id)
+    if ctx.role == "pm":
+        allowed = ctx.project_ids or ([ctx.project_id] if ctx.project_id else [])
+        if not allowed:
+            raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
+        if ctx.project_id is not None:
+            if ctx.project_id not in allowed:
+                raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+            stmt = stmt.where(ItemDecision.project_id == ctx.project_id)
+        else:
+            stmt = stmt.where(ItemDecision.project_id.in_(allowed))
+    elif ctx.project_id is not None:
         stmt = stmt.where(ItemDecision.project_id == ctx.project_id)
     decisions = (await db.execute(stmt.order_by(ItemDecision.decided_at.desc().nulls_last()))).all()
 
@@ -195,20 +220,29 @@ async def pm_on_the_way(
     # unit / category lookups for display
     unit_ids = {d.LineItem.unit_id for d in decisions}
     units = {u.id: u for u in (await db.execute(select(Unit).where(Unit.id.in_(unit_ids)))).scalars()}
-    mat_ids = {d.Material.id for d in decisions}
+    # frozen spec snapshot per line item (key = attribute label)
-    cats = {}
+    li_ids = [d.LineItem.id for d in decisions]
-    if mat_ids:
+    specs_by_line: dict = {}
-        rows = (
+    if li_ids:
+        spec_rows = (
             await db.execute(
-                select(Material.id, MaterialCategory)
+                select(LineItemSpec, AttributeDefinition)
-                .join(MaterialCategory, MaterialCategory.id == Material.category_id)
+                .join(AttributeDefinition, AttributeDefinition.id == LineItemSpec.attribute_definition_id)
-                .where(Material.id.in_(mat_ids))
+                .where(LineItemSpec.line_item_id.in_(li_ids))
             )
         ).all()
-        cats = {m_id: c for m_id, c in rows}
+        for spec, ad in spec_rows:
-
+            value = spec.value_string
+            if value is None and spec.value_number is not None:
+                value = str(spec.value_number)
+            if value is None and spec.value_boolean is not None:
+                value = str(spec.value_boolean)
+            if value is None and spec.value_date is not None:
+                value = spec.value_date.isoformat()
+            if value is not None:
+                specs_by_line.setdefault(spec.line_item_id, {})[ad.label or ad.attribute_key] = value
     out = []
-    for d, li, q, m, sup, proj in decisions:
+    for d, li, q, m, sup, proj, bm, br in decisions:
         received = received_map.get(d.id)
         out.append({
             "item_decision_id": str(d.id),
@@ -219,8 +253,9 @@ async def pm_on_the_way(
             "supplier": {"id": str(sup.id), "name": sup.name},
             "project": {"id": str(proj.id), "name": proj.name} if proj else None,
             "decided_at": to_iso(d.decided_at),
-            "material": {"id": str(m.id), "name": m.name,
+            "material": {"id": str(m.id), "name": m.name},
-                         "category": {"id": str(c.id), "name": c.name} if (c := cats.get(m.id)) else None},
+            "brand": {"id": str(br.id), "name": br.name} if br else None,
+            "specs": specs_by_line.get(li.id, {}),
             "unit": {"id": units[li.unit_id].id, "code": units[li.unit_id].code,
                      "name_fa": units[li.unit_id].name_fa} if li.unit_id in units else None,
             "ordered_qty": str(li.quantity),
@@ -250,8 +285,12 @@ async def pm_confirm_receipt(
         decision = await db.get(ItemDecision, payload.item_decision_id)
         if decision is None or decision.status != "chosen":
             raise NotFoundError("تصمیم خرید یافت نشد", field="item_decision_id")
-        if ctx.project_id is not None and decision.project_id != ctx.project_id:
+        if ctx.role == "pm":
-            raise ForbiddenError("این قلم متعلق به پروژه فعال نیست")
+            allowed = ctx.project_ids or ([ctx.project_id] if ctx.project_id else [])
+            if decision.project_id not in allowed:
+                raise ForbiddenError("این قلم متعلق به پروژه شما نیست")
+            if ctx.project_id is not None and decision.project_id != ctx.project_id:
+                raise ForbiddenError("این قلم متعلق به پروژه فعال نیست")
 
         li = await db.get(LineItem, decision.line_item_id)
         quote = await db.get(Quote, li.quote_id)
@@ -424,6 +463,16 @@ async def pm_confirm_receipt(
             quote.arrived_date = payload.received_at
 
     item_state = arrival_state(li.quantity, already_received + payload.received_qty)
+    await analytics.track(
+        "receipt_confirmed",
+        {
+            "receipt_id": str(receipt.id),
+            "quote_id": str(quote.id),
+            "quantity": str(payload.received_qty),
+            "state": item_state,
+        },
+        profile_id=ctx.display_name,
+    )
     return {"data": {
         "receipt_id": str(receipt.id),
         "state": item_state,
@@ -448,10 +497,17 @@ async def pm_receipts(
         .join(Quote, Quote.id == LineItem.quote_id)
         .join(Project, Project.id == ItemDecision.project_id)
     )
-    if ctx.role == "pm" and ctx.project_id is None:
+    if ctx.role == "pm":
-        raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
+        allowed = ctx.project_ids or ([ctx.project_id] if ctx.project_id else [])
-    if ctx.project_id is not None:
+        if not allowed:
-        # PM: active project; admin/manager: optional project filter
+            raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید (projects.pm_user_id)")
+        if ctx.project_id is not None:
+            if ctx.project_id not in allowed:
+                raise ForbiddenError("این پروژه به شما تخصیص داده نشده است")
+            stmt = stmt.where(ItemDecision.project_id == ctx.project_id)
+        else:
+            stmt = stmt.where(ItemDecision.project_id.in_(allowed))
+    elif ctx.project_id is not None:
         stmt = stmt.where(ItemDecision.project_id == ctx.project_id)
     rows = (await db.execute(stmt.order_by(ItemReceipt.received_at.desc()))).all()
     receipts = [r.ItemReceipt for r in rows]

backend/app/routers/project_transfers.py

@@ -0,0 +1,206 @@
+import uuid
+from typing import Literal
+
+from fastapi import APIRouter, Depends, Query, Request
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.db.engine import get_db
+from app.routers.pm import ArrivalScope, arrivals_scope
+from app.schemas.project_transfers import (
+    ProjectTransferCreate,
+    ProjectTransferOut,
+    ProjectTransferReceive,
+    ProjectTransferUpdate,
+)
+from app.services import project_transfer_service
+from app.utils.errors import ForbiddenError
+
+router = APIRouter(tags=["project-transfers"])
+
+
+def _to_transfer_out(t) -> dict:
+    return {
+        "id": t.id,
+        "from_project": (
+            {"id": t.from_project.id, "name": t.from_project.name}
+            if t.from_project
+            else {"id": t.from_project_id, "name": ""}
+        ),
+        "from_warehouse": (
+            {"id": t.from_warehouse.id, "name": t.from_warehouse.name}
+            if t.from_warehouse
+            else {"id": t.from_warehouse_id, "name": ""}
+        ),
+        "to_project": (
+            {"id": t.to_project.id, "name": t.to_project.name}
+            if t.to_project
+            else {"id": t.to_project_id, "name": ""}
+        ),
+        "to_warehouse": (
+            {"id": t.to_warehouse.id, "name": t.to_warehouse.name}
+            if t.to_warehouse
+            else None
+        ),
+        "material": (
+            {"id": t.material.id, "name": t.material.name}
+            if t.material
+            else {"id": t.material_id, "name": ""}
+        ),
+        "brand": (
+            {"id": t.brand.id, "name": t.brand.name}
+            if t.brand
+            else None
+        ),
+        "unit": (
+            {"id": t.unit.id, "code": t.unit.code, "name_fa": t.unit.name_fa}
+            if t.unit
+            else {"id": t.unit_id, "code": "", "name_fa": None}
+        ),
+        "quantity": t.quantity,
+        "specs": t.specs or {},
+        "specs_hash": t.specs_hash,
+        "note": t.note,
+        "status": t.status,
+        "transfer_date": t.transfer_date,
+        "transferred_by": t.transferred_by,
+        "received_at": t.received_at,
+        "received_by": t.received_by,
+        "receipt_allocations": t.receipt_allocations,
+        "created_at": t.created_at,
+        "updated_at": t.updated_at,
+    }
+
+
+# ---------------------------------------------------------------------------
+# POST /inventory/project-transfers — Create inter-project transfer
+# ---------------------------------------------------------------------------
+@router.post("/inventory/project-transfers", status_code=201)
+async def create_transfer(
+    payload: ProjectTransferCreate,
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    transfer = await project_transfer_service.create_project_transfer(
+        db=db,
+        payload=payload,
+        caller_project_id=ctx.project_id,
+        caller_role=ctx.role,
+        transferred_by=ctx.display_name,
+    )
+    return {"data": _to_transfer_out(transfer)}
+
+
+# ---------------------------------------------------------------------------
+# GET /inventory/project-transfers — List transfers with direction and filters
+# ---------------------------------------------------------------------------
+@router.get("/inventory/project-transfers")
+async def list_transfers(
+    project_id: uuid.UUID | None = Query(default=None),
+    direction: Literal["outgoing", "incoming", "all"] = Query(default="all"),
+    status: str | None = Query(default=None),
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    target_pid = project_id or ctx.project_id
+    transfers = await project_transfer_service.list_project_transfers(
+        db=db,
+        project_id=target_pid,
+        direction=direction,
+        status=status,
+    )
+    return {"data": [_to_transfer_out(t) for t in transfers]}
+
+
+# ---------------------------------------------------------------------------
+# GET /inventory/project-transfers/{id} — Single transfer details
+# ---------------------------------------------------------------------------
+@router.get("/inventory/project-transfers/{transfer_id}")
+async def get_transfer(
+    transfer_id: uuid.UUID,
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    transfer = await project_transfer_service.get_project_transfer_or_404(db, transfer_id)
+    if ctx.role == "pm" and ctx.project_id is not None:
+        if transfer.from_project_id != ctx.project_id and transfer.to_project_id != ctx.project_id:
+            raise ForbiddenError("شما به این رکورد انتقال دسترسی ندارید")
+    return {"data": _to_transfer_out(transfer)}
+
+
+# ---------------------------------------------------------------------------
+# PATCH /inventory/project-transfers/{id} — Edit in-transit transfer (source PM only)
+# ---------------------------------------------------------------------------
+@router.patch("/inventory/project-transfers/{transfer_id}")
+async def update_transfer(
+    transfer_id: uuid.UUID,
+    payload: ProjectTransferUpdate,
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    transfer = await project_transfer_service.update_project_transfer(
+        db=db,
+        transfer_id=transfer_id,
+        payload=payload,
+        caller_project_id=ctx.project_id,
+        caller_role=ctx.role,
+    )
+    return {"data": _to_transfer_out(transfer)}
+
+
+# ---------------------------------------------------------------------------
+# DELETE /inventory/project-transfers/{id} — Cancel in-transit transfer (source PM only)
+# ---------------------------------------------------------------------------
+@router.delete("/inventory/project-transfers/{transfer_id}")
+async def delete_transfer(
+    transfer_id: uuid.UUID,
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    res = await project_transfer_service.delete_project_transfer(
+        db=db,
+        transfer_id=transfer_id,
+        caller_project_id=ctx.project_id,
+        caller_role=ctx.role,
+    )
+    return {"data": res}
+
+
+# ---------------------------------------------------------------------------
+# GET /pm/transfers/on-the-way — Incoming in-transit transfers for active project
+# ---------------------------------------------------------------------------
+@router.get("/pm/transfers/on-the-way")
+async def pm_incoming_transfers(
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    if ctx.role == "pm" and ctx.project_id is None:
+        raise ForbiddenError("شما به هیچ پروژه‌ای متصل نیستید")
+
+    transfers = await project_transfer_service.list_project_transfers(
+        db=db,
+        project_id=ctx.project_id,
+        direction="incoming",
+        status="in_transit",
+    )
+    return {"data": [_to_transfer_out(t) for t in transfers]}
+
+
+# ---------------------------------------------------------------------------
+# POST /inventory/project-transfers/{id}/receive — Destination PM confirms arrival
+# ---------------------------------------------------------------------------
+@router.post("/inventory/project-transfers/{transfer_id}/receive")
+async def receive_transfer(
+    transfer_id: uuid.UUID,
+    payload: ProjectTransferReceive,
+    ctx: ArrivalScope = Depends(arrivals_scope),
+    db: AsyncSession = Depends(get_db),
+):
+    transfer = await project_transfer_service.receive_project_transfer(
+        db=db,
+        transfer_id=transfer_id,
+        payload=payload,
+        caller_project_id=ctx.project_id,
+        caller_role=ctx.role,
+        received_by=ctx.display_name,
+    )
+    return {"data": _to_transfer_out(transfer)}

backend/app/routers/projects.py

@@ -3,7 +3,7 @@ from fastapi import APIRouter, Depends, Query, Request
 from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
-from app.auth import UserContext, get_optional_user
+from app.auth import UserContext, get_optional_user, require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import Project, Quote, User
 from app.schemas.procurement import ProjectCreate, ProjectUpdate
@@ -13,6 +13,7 @@ from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_date, to_iso
 
 router = APIRouter(prefix="/projects", tags=["projects"])
+_procurement_writer = require_procurement_writer()
 
 
 async def _optional_ctx(request: Request, db: AsyncSession = Depends(get_db)) -> UserContext | None:
@@ -33,8 +34,12 @@ async def project_to_dict(db: AsyncSession, project: Project) -> dict:
     d = {
         "id": str(project.id),
         "name": project.name,
-        "description": project.description,
+        "location": project.location or "",
+        "project_manager": project.project_manager or "",
+        "description": project.description or "",
         "start_date": to_date(project.start_date),
+        "status": project.status or "ACTIVE",
+        "progress": float(project.progress) if project.progress is not None else 0.0,
         "pm_user_id": str(project.pm_user_id) if project.pm_user_id else None,
         "created_at": to_iso(project.created_at),
     }
@@ -42,6 +47,8 @@ async def project_to_dict(db: AsyncSession, project: Project) -> dict:
         pm = await db.get(User, project.pm_user_id)
         if pm:
             d["pm_name"] = f"{pm.first_name} {pm.last_name}".strip() or pm.casdoor_id
+    elif project.project_manager:
+        d["pm_name"] = project.project_manager
     return d
 
 
@@ -55,7 +62,14 @@ async def list_projects(
 ):
     stmt = select(Project)
     if q:
-        stmt = stmt.where(or_(Project.name.ilike(f"%{q}%"), Project.description.ilike(f"%{q}%")))
+        stmt = stmt.where(
+            or_(
+                Project.name.ilike(f"%{q}%"),
+                Project.description.ilike(f"%{q}%"),
+                Project.location.ilike(f"%{q}%"),
+                Project.project_manager.ilike(f"%{q}%"),
+            )
+        )
     stmt = sort_query(stmt, Project, sort)
     items, meta = await paginate(stmt, page, page_size, db)
     pm_map = await _pm_map(db, items)
@@ -64,24 +78,38 @@ async def list_projects(
         d = {
             "id": str(p.id),
             "name": p.name,
-            "description": p.description,
+            "location": p.location or "",
+            "project_manager": p.project_manager or "",
+            "description": p.description or "",
             "start_date": to_date(p.start_date),
+            "status": p.status or "ACTIVE",
+            "progress": float(p.progress) if p.progress is not None else 0.0,
             "pm_user_id": str(p.pm_user_id) if p.pm_user_id else None,
             "created_at": to_iso(p.created_at),
         }
         pm = pm_map.get(p.pm_user_id)
         if pm:
             d["pm_name"] = f"{pm.first_name} {pm.last_name}".strip() or pm.casdoor_id
+        elif p.project_manager:
+            d["pm_name"] = p.project_manager
         data.append(d)
     return {"data": data, "meta": meta}
 
 
 @router.post("", status_code=201)
-async def create_project(payload: ProjectCreate, db: AsyncSession = Depends(get_db)):
+async def create_project(
+    payload: ProjectCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     project = Project(
-        name=payload.name,
+        name=payload.name.strip(),
-        description=payload.description,
+        location=payload.location.strip() if payload.location else "",
+        project_manager=payload.project_manager.strip() if payload.project_manager else "",
+        description=payload.description.strip() if payload.description else "",
         start_date=payload.start_date,
+        planned_start=payload.start_date,
+        status="ACTIVE",
     )
     db.add(project)
     await db.flush()
@@ -103,37 +131,51 @@ async def update_project(
     request: Request,
     ctx: UserContext | None = Depends(_optional_ctx),
     db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     project = await db.get(Project, project_id)
     if project is None:
         raise NotFoundError("پروژه یافت نشد")
     if payload.name is not None:
-        project.name = payload.name
+        project.name = payload.name.strip()
+    if payload.location is not None:
+        project.location = payload.location.strip()
+    if payload.project_manager is not None:
+        project.project_manager = payload.project_manager.strip()
     if payload.description is not None:
-        project.description = payload.description
+        project.description = payload.description.strip()
     if payload.start_date is not None:
         project.start_date = payload.start_date
+        project.planned_start = payload.start_date
+    if payload.status is not None:
+        project.status = payload.status
     # PM assignment (1:N): one PM per project, a PM may own many projects.
     # Admin / procurement manager only (same rule as the Organization panel).
     if "pm_user_id" in payload.model_fields_set:
         role = ctx.role if ctx else (request.headers.get("x-user-role") or "").strip().lower()
-        if role not in ("admin", "procurement_manager"):
+        if role not in ("admin", "procurement_manager", "pm"):
-            raise ForbiddenError("تعیین مدیر پروژه فقط برای ادمین / مدیر تدارکات مجاز است")
+            raise ForbiddenError("تعیین سرپرست پروژه فقط برای مدیر تدارکات، مدیر پروژه و ادمین مجاز است")
         if payload.pm_user_id is None:
             project.pm_user_id = None
         else:
             pm_user = await db.get(User, payload.pm_user_id)
             if pm_user is None:
                 raise NotFoundError("کاربر یافت نشد", field="pm_user_id")
-            if pm_user.role != "pm":
+            if pm_user.role not in ("supervisor", "pm"):
-                raise ValidationError("ابتدا نقش این کاربر را «مدیر پروژه» کنید", field="pm_user_id")
+                raise ValidationError("ابتدا نقش این کاربر را «سرپرست پروژه» کنید", field="pm_user_id")
             project.pm_user_id = pm_user.id
+            if not project.project_manager:
+                project.project_manager = f"{pm_user.first_name} {pm_user.last_name}".strip()
     await db.flush()
     return {"data": await project_to_dict(db, project)}
 
 
 @router.delete("/{project_id}")
-async def delete_project(project_id, db: AsyncSession = Depends(get_db)):
+async def delete_project(
+    project_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     project = await db.get(Project, project_id)
     if project is None:
         raise NotFoundError("پروژه یافت نشد")

backend/app/routers/quote_events.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import Quote, QuoteEvent
 from app.schemas.procurement import NoteEventIn
@@ -11,6 +12,7 @@ from app.utils.errors import NotFoundError, ValidationError
 from app.utils.pagination import paginate, sort_query
 
 router = APIRouter(prefix="/quotes/{quote_id}/events", tags=["quote-events"])
+_procurement_writer = require_procurement_writer()
 
 
 @router.get("")
@@ -34,7 +36,12 @@ async def list_events(
 
 
 @router.post("", status_code=201)
-async def create_event(quote_id, payload: NoteEventIn, db: AsyncSession = Depends(get_db)):
+async def create_event(
+    quote_id,
+    payload: NoteEventIn,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     quote = await db.get(Quote, quote_id)
     if quote is None:
         raise NotFoundError("پیشنهاد (استعلام) یافت نشد")

backend/app/routers/quotes.py

@@ -8,9 +8,19 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import exists, func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import UserContext, allow_quote_create, require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import Material
-from app.models.procurement import ItemDecision, LineItem, Project, Quote, Supplier, Termsheet
+from app.models.procurement import (
+    ItemDecision,
+    LineItem,
+    LineItemProjects,
+    Project,
+    Quote,
+    QuoteProjects,
+    Supplier,
+    Termsheet,
+)
 from app.schemas.procurement import (
     AcceptQuoteIn,
     ArriveItemsIn,
@@ -27,24 +37,18 @@ from app.services.expand_service import (
     serialize_quote_with_children,
     serialize_quotes,
 )
-from app.utils.errors import NotFoundError
+from app.utils.errors import ForbiddenError, NotFoundError, ValidationError
 from app.utils.pagination import sort_query
 from app.utils.security import get_actor
 
 router = APIRouter(prefix="/quotes", tags=["quotes"])
 
+# عملیات نوشتنی تدارکات — فقط ادمین و مدیر تدارکات (مدیر پروژه فقط خواندن دارد)
+_procurement_writer = require_procurement_writer()
+
 
 # --- list filter helpers ---------------------------------------------------
 
-def _quote_category_exists(category_id) -> exists:
-    return exists(
-        select(1).where(
-            LineItem.quote_id == Quote.id,
-            Material.id == LineItem.material_id,
-            Material.category_id == category_id,
-        )
-    )
-
 
 def _quote_search(q: str) -> exists:
     like = f"%{q}%"
@@ -72,7 +76,6 @@ async def get_quote_stats(
     project_id=None,
     quote_date_from: datetime | None = None,
     quote_date_to: datetime | None = None,
-    category_id=None,
     db: AsyncSession = Depends(get_db),
 ):
     return {
@@ -82,7 +85,6 @@ async def get_quote_stats(
             project_id=project_id,
             quote_date_from=quote_date_from,
             quote_date_to=quote_date_to,
-            category_id=category_id,
         )
     }
 
@@ -98,7 +100,6 @@ async def list_quotes(
     status: str | None = None,
     supplier_id=None,
     project_id=None,
-    category_id=None,
     quote_date_from: datetime | None = None,
     quote_date_to: datetime | None = None,
     q: str | None = None,
@@ -112,9 +113,23 @@ async def list_quotes(
     if supplier_id:
         stmt = stmt.where(Quote.supplier_id == supplier_id)
     if project_id:
-        stmt = stmt.where(Quote.project_id == project_id)
+        # any relevant link: legacy mirror, quote-level junction, line-item
-    if category_id:
+        # candidates, or an accepted (decision) target — NOT just the mirror
-        stmt = stmt.where(_quote_category_exists(category_id))
+        stmt = stmt.where(
+            Quote.id.in_(
+                select(Quote.id)
+                .outerjoin(QuoteProjects, QuoteProjects.quote_id == Quote.id)
+                .outerjoin(LineItem, LineItem.quote_id == Quote.id)
+                .outerjoin(LineItemProjects, LineItemProjects.line_item_id == LineItem.id)
+                .outerjoin(ItemDecision, ItemDecision.line_item_id == LineItem.id)
+                .where(
+                    (Quote.project_id == project_id)
+                    | (QuoteProjects.project_id == project_id)
+                    | (LineItemProjects.project_id == project_id)
+                    | (ItemDecision.project_id == project_id)
+                )
+            )
+        )
     if quote_date_from is not None:
         stmt = stmt.where(Quote.quote_date >= quote_date_from)
     if quote_date_to is not None:
@@ -145,7 +160,24 @@ async def get_quote(quote_id, expand: str | None = None, db: AsyncSession = Depe
 # ---------------------------------------------------------------------------
 
 @router.post("", status_code=201)
-async def create_quote(payload: QuoteCreate, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)):
+async def create_quote(
+    payload: QuoteCreate,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    ctx: UserContext = Depends(allow_quote_create()),
+    _auth=None,
+):
+    # سطح limited: استعلام فقط برای پروژه‌های عضویت خودش
+    if (ctx.panels or {}).get("procurement") == "limited" and ctx.role != "admin":
+        allowed = set(ctx.project_ids or []) | set(ctx.member_project_ids or [])
+        if ctx.project_id:
+            allowed.add(ctx.project_id)
+        allowed_str = {str(pid) for pid in allowed if pid}
+        wanted = {str(pid) for pid in ([payload.project_id] + list(payload.project_ids or [])) if pid}
+        if not wanted:
+            raise ValidationError("برای افزودن استعلام، پروژه الزامی است")
+        if not wanted <= allowed_str:
+            raise ForbiddenError("استعلام فقط برای پروژه‌های تخصیص‌یافته به شما مجاز است")
     quote = await quote_service.create_quote(db, payload, actor)
     return {"data": await serialize_quote_with_children(db, quote)}
 
@@ -156,7 +188,11 @@ async def create_quote(payload: QuoteCreate, db: AsyncSession = Depends(get_db),
 
 @router.patch("/{quote_id}")
 async def update_quote(
-    quote_id, payload: QuoteUpdate, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)
+    quote_id,
+    payload: QuoteUpdate,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
 ):
     quote = await quote_service.update_quote(db, quote_id, payload, actor)
     return {"data": await serialize_quote(db, quote, set())}
@@ -164,7 +200,11 @@ async def update_quote(
 
 @router.patch("/{quote_id}/children")
 async def replace_quote_children(
-    quote_id, payload: QuoteChildrenReplaceIn, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)
+    quote_id,
+    payload: QuoteChildrenReplaceIn,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
 ):
     """Full replacement of a quote's line items + termsheets (edit modal)."""
     quote = await quote_service.replace_quote_children(db, quote_id, payload, actor)
@@ -177,7 +217,11 @@ async def replace_quote_children(
 
 @router.patch("/{quote_id}/accept")
 async def accept_quote(
-    quote_id, payload: AcceptQuoteIn, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)
+    quote_id,
+    payload: AcceptQuoteIn,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
 ):
     quote = await quote_service.accept_quote(db, quote_id, payload, actor)
     return {"data": await _accept_response(db, quote)}
@@ -213,7 +257,12 @@ async def _accept_response(db: AsyncSession, quote: Quote) -> dict:
 
 
 @router.patch("/{quote_id}/arrive")
-async def arrive_quote(quote_id, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)):
+async def arrive_quote(
+    quote_id,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
+):
     quote = await quote_service.arrive_quote(db, quote_id, actor)
     return {
         "data": {
@@ -226,7 +275,11 @@ async def arrive_quote(quote_id, db: AsyncSession = Depends(get_db), actor: str
 
 @router.patch("/{quote_id}/arrive-items")
 async def arrive_items(
-    quote_id, payload: ArriveItemsIn, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)
+    quote_id,
+    payload: ArriveItemsIn,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
 ):
     quote = await quote_service.arrive_items(db, quote_id, payload, actor)
     return {
@@ -248,14 +301,23 @@ async def arrive_items(
 
 @router.patch("/{quote_id}/reject")
 async def reject_quote(
-    quote_id, payload: RejectQuoteIn | None = None, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)
+    quote_id,
+    payload: RejectQuoteIn | None = None,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
 ):
     quote = await quote_service.reject_quote(db, quote_id, payload or RejectQuoteIn(), actor)
     return {"data": {"id": str(quote.id), "status": quote.status}}
 
 
 @router.patch("/{quote_id}/expire")
-async def expire_quote(quote_id, db: AsyncSession = Depends(get_db), actor: str = Depends(get_actor)):
+async def expire_quote(
+    quote_id,
+    db: AsyncSession = Depends(get_db),
+    actor: str = Depends(get_actor),
+    _auth=Depends(_procurement_writer),
+):
     quote = await quote_service.expire_quote(db, quote_id, actor)
     return {"data": {"id": str(quote.id), "status": quote.status}}
 
@@ -265,6 +327,10 @@ async def expire_quote(quote_id, db: AsyncSession = Depends(get_db), actor: str
 # ---------------------------------------------------------------------------
 
 @router.delete("/{quote_id}")
-async def delete_quote(quote_id, db: AsyncSession = Depends(get_db)):
+async def delete_quote(
+    quote_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     result = await quote_service.delete_quote(db, quote_id)
     return {"data": result}

backend/app/routers/schedule_steps.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import Termsheet, TermsheetScheduleStep
 from app.schemas.procurement import ScheduleStepCreate, ScheduleStepUpdate
@@ -15,6 +16,7 @@ router = APIRouter(
     prefix="/quotes/{quote_id}/termsheets/{termsheet_id}/schedule-steps",
     tags=["schedule-steps"],
 )
+_procurement_writer = require_procurement_writer()
 
 
 async def _termsheet_or_404(db: AsyncSession, quote_id, termsheet_id) -> Termsheet:
@@ -57,7 +59,11 @@ async def list_schedule_steps(
 
 @router.post("", status_code=201)
 async def create_schedule_step(
-    quote_id, termsheet_id, payload: ScheduleStepCreate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    termsheet_id,
+    payload: ScheduleStepCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     ts = await _termsheet_or_404(db, quote_id, termsheet_id)
     step_no = payload.step_no
@@ -84,7 +90,12 @@ async def create_schedule_step(
 
 @router.patch("/{step_id}")
 async def update_schedule_step(
-    quote_id, termsheet_id, step_id, payload: ScheduleStepUpdate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    termsheet_id,
+    step_id,
+    payload: ScheduleStepUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     step = await _step_or_404(db, termsheet_id, step_id)
     if payload.step_no is not None and payload.step_no != step.step_no:
@@ -109,7 +120,13 @@ async def update_schedule_step(
 
 
 @router.delete("/{step_id}")
-async def delete_schedule_step(quote_id, termsheet_id, step_id, db: AsyncSession = Depends(get_db)):
+async def delete_schedule_step(
+    quote_id,
+    termsheet_id,
+    step_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     step = await _step_or_404(db, termsheet_id, step_id)
     count = await db.scalar(
         select(func.count()).select_from(TermsheetScheduleStep).where(

backend/app/routers/standard_conversions.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import StandardConversion
 from app.schemas.catalog import StandardConversionCreate, StandardConversionUpdate
@@ -11,6 +12,7 @@ from app.utils.pagination import paginate
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/standard-conversions", tags=["standard-conversions"])
+_procurement_writer = require_procurement_writer()
 
 
 def sc_to_dict(sc: StandardConversion) -> dict:
@@ -41,7 +43,11 @@ async def list_standard_conversions(
 
 
 @router.post("", status_code=201)
-async def create_standard_conversion(payload: StandardConversionCreate, db: AsyncSession = Depends(get_db)):
+async def create_standard_conversion(
+    payload: StandardConversionCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     duplicate = await db.scalar(
         select(StandardConversion.id).where(
             StandardConversion.from_unit == payload.from_unit,
@@ -67,7 +73,12 @@ async def get_standard_conversion(sc_id, db: AsyncSession = Depends(get_db)):
 
 
 @router.patch("/{sc_id}")
-async def update_standard_conversion(sc_id, payload: StandardConversionUpdate, db: AsyncSession = Depends(get_db)):
+async def update_standard_conversion(
+    sc_id,
+    payload: StandardConversionUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     sc = await db.get(StandardConversion, sc_id)
     if sc is None:
         raise NotFoundError("تبدیل استاندارد یافت نشد")
@@ -94,7 +105,11 @@ async def update_standard_conversion(sc_id, payload: StandardConversionUpdate, d
 
 
 @router.delete("/{sc_id}")
-async def delete_standard_conversion(sc_id, db: AsyncSession = Depends(get_db)):
+async def delete_standard_conversion(
+    sc_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     sc = await db.get(StandardConversion, sc_id)
     if sc is None:
         raise NotFoundError("تبدیل استاندارد یافت نشد")

backend/app/routers/supplier_materials.py

@@ -2,12 +2,15 @@
 
 GET/POST /suppliers/{id}/materials — manage a supplier's catalog.
 DELETE /suppliers/{id}/materials/{material_id} — unlink.
-GET /materials/{id}/suppliers — price-comparison data source.
+GET /materials/{id}/suppliers — suppliers linked to a material.
 """
+from uuid import UUID
+
 from fastapi import APIRouter, Depends, Query
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import Material, MaterialCategory
 from app.models.procurement import Supplier, SupplierMaterial
@@ -18,31 +21,50 @@ from app.utils.pagination import paginate
 from app.utils.serialization import to_iso
 
 router = APIRouter(tags=["supplier-materials"])
+_procurement_writer = require_procurement_writer()
 
 
-def link_to_dict(link: SupplierMaterial, material: Material | None = None,
+def link_to_dict(
-                 category: MaterialCategory | None = None,
+    link: SupplierMaterial,
-                 supplier: Supplier | None = None) -> dict:
+    material: Material | None = None,
+    category: MaterialCategory | None = None,
+    supplier: Supplier | None = None,
+) -> dict:
+    """Serialize a SupplierMaterial ORM row to a plain dict for the API envelope."""
     return {
         "id": str(link.id),
         "supplier_id": str(link.supplier_id),
         "material_id": str(link.material_id),
         "is_active": link.is_active,
-        "last_quoted_price": float(link.last_quoted_price) if link.last_quoted_price is not None else None,
+        "last_quoted_price": (
+            float(link.last_quoted_price) if link.last_quoted_price is not None else None
+        ),
         "last_quoted_at": to_iso(link.last_quoted_at) if link.last_quoted_at else None,
         "created_at": to_iso(link.created_at),
-        "material": {
+        "material": (
-            "id": str(material.id),
+            {
-            "name": material.name,
+                "id": str(material.id),
-            "category": {"id": str(category.id), "name": category.name} if category else None,
+                "name": material.name,
-        } if material else None,
+                "category": (
-        "supplier": {"id": str(supplier.id), "name": supplier.name} if supplier else None,
+                    {"id": str(category.id), "name": category.name} if category else None
+                ),
+            }
+            if material
+            else None
+        ),
+        "supplier": (
+            {"id": str(supplier.id), "name": supplier.name} if supplier else None
+        ),
     }
 
 
+# ---------------------------------------------------------------------------
+# GET /suppliers/{supplier_id}/materials
+# ---------------------------------------------------------------------------
+
 @router.get("/suppliers/{supplier_id}/materials")
 async def list_supplier_materials(
-    supplier_id,
+    supplier_id: UUID,
     page: int = Query(1, ge=1),
     page_size: int = Query(20, ge=1, le=100),
     db: AsyncSession = Depends(get_db),
@@ -56,49 +78,110 @@ async def list_supplier_materials(
         .order_by(SupplierMaterial.created_at)
     )
     items, meta = await paginate(stmt, page, page_size, db)
-    mat_ids = {l.material_id for l in items}
+    mat_ids = [lnk.material_id for lnk in items]
-    materials = {m.id: m for m in (await db.execute(select(Material).where(Material.id.in_(mat_ids)))).scalars()}
+    materials: dict = {}
-    cat_ids = {m.category_id for m in materials.values() if m.category_id}
+    if mat_ids:
-    cats = {}
+        result = await db.execute(select(Material).where(Material.id.in_(mat_ids)))
-    if cat_ids:
+        materials = {m.id: m for m in result.scalars()}
-        cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
+    return {
-    return {"data": [link_to_dict(l, materials.get(l.material_id), cats.get(materials.get(l.material_id).category_id if l.material_id in materials else None)) for l in items], "meta": meta}
+        "data": [link_to_dict(lnk, materials.get(lnk.material_id)) for lnk in items],
+        "meta": meta,
+    }
 
 
+# ---------------------------------------------------------------------------
+# POST /suppliers/{supplier_id}/materials
+# ---------------------------------------------------------------------------
+
 @router.post("/suppliers/{supplier_id}/materials", status_code=201)
 async def create_supplier_material(
-    supplier_id, payload: SupplierMaterialCreate, db: AsyncSession = Depends(get_db)
+    supplier_id: UUID,
+    payload: SupplierMaterialCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     async with db.begin():
         link = await link_supplier_material(db, supplier_id, payload.material_id)
         material = await db.get(Material, payload.material_id)
-        category = await db.get(MaterialCategory, material.category_id) if material and material.category_id else None
+    return {"data": link_to_dict(link, material)}
-    return {"data": link_to_dict(link, material, category)}
 
 
+# ---------------------------------------------------------------------------
+# DELETE /suppliers/{supplier_id}/materials/{material_id}
+# ---------------------------------------------------------------------------
+
 @router.delete("/suppliers/{supplier_id}/materials/{material_id}")
-async def delete_supplier_material(supplier_id, material_id, db: AsyncSession = Depends(get_db)):
+async def delete_supplier_material(
+    supplier_id: UUID,
+    material_id: UUID,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     async with db.begin():
         await unlink_supplier_material(db, supplier_id, material_id)
     return {"data": {"supplier_id": str(supplier_id), "material_id": str(material_id), "deleted": True}}
 
 
-@router.get("/materials/{material_id}/suppliers")
+# ---------------------------------------------------------------------------
+# GET /materials/{material_id}/suppliers
+# ---------------------------------------------------------------------------
+
+@router.get(
+    "/materials/{material_id}/suppliers",
+    summary="List all suppliers linked to a material",
+)
 async def list_material_suppliers(
-    material_id,
+    material_id: UUID,
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
     db: AsyncSession = Depends(get_db),
 ):
+    """Return the suppliers linked to a material, straight from PostgreSQL.
+
+    The path parameter is typed as UUID so FastAPI validates and coerces it
+    before the handler runs; a malformed id is rejected with 422, an unknown
+    material with 404.
+
+    Atomic JOIN — a supplier is returned only through its supplier_materials
+    link, so the response can never contain a supplier that is not actually
+    linked to this material:
+
+        select(Supplier)
+        .join(SupplierMaterial, Supplier.id == SupplierMaterial.supplier_id)
+        .where(SupplierMaterial.material_id == material_id)
+
+    Response envelope (frontend MaterialSupplier binds these fields directly):
+        {
+          "data": [
+            {
+              "id":             "<supplier_uuid>",
+              "name":           "فولاد ناب آریا",
+              "phone":          "021-..." | null,
+              "contact_person": "علی محمدی" | null,
+              "location":       "تهران" | null
+            }
+          ]
+        }
+    """
     material = await db.get(Material, material_id)
     if material is None:
         raise NotFoundError("متریال یافت نشد")
+
     stmt = (
-        select(SupplierMaterial)
+        select(Supplier)
+        .join(SupplierMaterial, Supplier.id == SupplierMaterial.supplier_id)
         .where(SupplierMaterial.material_id == material_id)
-        .order_by(SupplierMaterial.last_quoted_at.desc().nulls_last())
+        .order_by(Supplier.name)
     )
-    items, meta = await paginate(stmt, page, page_size, db)
+    suppliers = (await db.execute(stmt)).scalars().all()
-    sup_ids = {l.supplier_id for l in items}
+
-    suppliers = {s.id: s for s in (await db.execute(select(Supplier).where(Supplier.id.in_(sup_ids)))).scalars()}
+    return {
-    return {"data": [link_to_dict(l, supplier=suppliers.get(l.supplier_id)) for l in items], "meta": meta}
+        "data": [
+            {
+                "id": str(supplier.id),
+                "name": supplier.name,
+                "phone": supplier.phone,
+                "contact_person": supplier.contact_person,
+                "location": supplier.location,
+            }
+            for supplier in suppliers
+        ]
+    }

backend/app/routers/suppliers.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import MaterialCategory
 from app.models.procurement import Quote, Supplier
@@ -12,6 +13,7 @@ from app.utils.pagination import paginate, sort_query
 from app.utils.serialization import to_iso
 
 router = APIRouter(prefix="/suppliers", tags=["suppliers"])
+_procurement_writer = require_procurement_writer()
 
 
 def supplier_to_dict(supplier: Supplier, category: MaterialCategory | None = None) -> dict:
@@ -71,7 +73,11 @@ async def list_suppliers(
 
 
 @router.post("", status_code=201)
-async def create_supplier(payload: SupplierCreate, db: AsyncSession = Depends(get_db)):
+async def create_supplier(
+    payload: SupplierCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     category = await _category_or_404(db, payload.category_id)
     supplier = Supplier(
         name=payload.name,
@@ -96,7 +102,12 @@ async def get_supplier(supplier_id, db: AsyncSession = Depends(get_db)):
 
 
 @router.patch("/{supplier_id}")
-async def update_supplier(supplier_id, payload: SupplierUpdate, db: AsyncSession = Depends(get_db)):
+async def update_supplier(
+    supplier_id,
+    payload: SupplierUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     supplier = await db.get(Supplier, supplier_id)
     if supplier is None:
         raise NotFoundError("تأمین‌کننده یافت نشد")
@@ -120,7 +131,11 @@ async def update_supplier(supplier_id, payload: SupplierUpdate, db: AsyncSession
 
 
 @router.delete("/{supplier_id}")
-async def delete_supplier(supplier_id, db: AsyncSession = Depends(get_db)):
+async def delete_supplier(
+    supplier_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     supplier = await db.get(Supplier, supplier_id)
     if supplier is None:
         raise NotFoundError("تأمین‌کننده یافت نشد")

backend/app/routers/termsheets.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.procurement import (
     ItemDecision,
@@ -26,6 +27,7 @@ from app.utils.errors import ConflictError, NotFoundError, ValidationError
 from app.utils.pagination import paginate, sort_query
 
 router = APIRouter(prefix="/quotes/{quote_id}/termsheets", tags=["termsheets"])
+_procurement_writer = require_procurement_writer()
 
 
 async def _quote_or_404(db: AsyncSession, quote_id) -> Quote:
@@ -80,7 +82,12 @@ async def list_termsheets(
 
 
 @router.post("", status_code=201)
-async def create_termsheet(quote_id, payload: TermsheetCreate, db: AsyncSession = Depends(get_db)):
+async def create_termsheet(
+    quote_id,
+    payload: TermsheetCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     async with db.begin():
         quote = await _quote_or_404(db, quote_id)
         if quote.status != "offered":
@@ -110,7 +117,11 @@ async def get_termsheet(
 
 @router.patch("/{termsheet_id}")
 async def update_termsheet(
-    quote_id, termsheet_id, payload: TermsheetUpdate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    termsheet_id,
+    payload: TermsheetUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     ts = await _termsheet_or_404(db, quote_id, termsheet_id)
     if ts.status != "offered":
@@ -127,7 +138,11 @@ async def update_termsheet(
 
 @router.patch("/{termsheet_id}/status")
 async def update_termsheet_status(
-    quote_id, termsheet_id, payload: TermsheetStatusUpdate, db: AsyncSession = Depends(get_db)
+    quote_id,
+    termsheet_id,
+    payload: TermsheetStatusUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
 ):
     async with db.begin():
         ts = await _termsheet_or_404(db, quote_id, termsheet_id)
@@ -139,7 +154,12 @@ async def update_termsheet_status(
 
 
 @router.delete("/{termsheet_id}")
-async def delete_termsheet(quote_id, termsheet_id, db: AsyncSession = Depends(get_db)):
+async def delete_termsheet(
+    quote_id,
+    termsheet_id,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     ts = await _termsheet_or_404(db, quote_id, termsheet_id)
     quote = await _quote_or_404(db, quote_id)
     if quote.status != "offered":

backend/app/routers/unit_conversions.py

@@ -1,146 +0,0 @@
-"""Unit conversions — category/brand-scoped (units.html dashboard, P2-28..31).
-
-Model: {category_id, brand?, from_unit, to_unit, factor}
-  1 from_unit = factor × to_unit
-  brand empty = all brands of the category; brand set = that brand only.
-"""
-from fastapi import APIRouter, Depends, Query
-from sqlalchemy import select
-from sqlalchemy.ext.asyncio import AsyncSession
-
-from app.db.engine import get_db
-from app.models.catalog import MaterialCategory, UnitConversion
-from app.schemas.catalog import UnitConversionCreate, UnitConversionUpdate
-from app.services.expand_service import category_brief
-from app.utils.errors import ConflictError, NotFoundError
-from app.utils.pagination import paginate
-from app.utils.serialization import to_iso
-
-router = APIRouter(prefix="/unit-conversions", tags=["unit-conversions"])
-
-
-def uc_to_dict(uc: UnitConversion, expand: set[str] = frozenset()) -> dict:
-    d = {
-        "id": str(uc.id),
-        "category_id": str(uc.category_id),
-        "brand": uc.brand,
-        "from_unit": uc.from_unit,
-        "to_unit": uc.to_unit,
-        "factor": float(uc.factor),
-        "updated_at": to_iso(uc.updated_at),
-    }
-    if "category" in expand and hasattr(uc, "_category"):
-        d["category"] = category_brief(uc._category)
-    return d
-
-
-def _duplicate_condition(uc_or_none, category_id, brand, from_unit, to_unit):
-    """Uniqueness treats NULL brand as a concrete value (matches the partial unique index)."""
-    where = (
-        UnitConversion.category_id == category_id,
-        UnitConversion.from_unit == from_unit,
-        UnitConversion.to_unit == to_unit,
-    )
-    # PG «IS» فقط با NULL معتبر است؛ برای برند مقداردار از «==» استفاده می‌شود
-    where = where + (UnitConversion.brand == brand if brand is not None else UnitConversion.brand.is_(None),)
-    if uc_or_none is not None:
-        where = where + (UnitConversion.id != uc_or_none.id,)
-    return where
-
-
-async def _check_duplicate(db: AsyncSession, exclude_id, category_id, brand, from_unit, to_unit) -> None:
-    duplicate = await db.scalar(
-        select(UnitConversion.id).where(*_duplicate_condition(exclude_id, category_id, brand, from_unit, to_unit))
-    )
-    if duplicate is not None:
-        raise ConflictError("این تبدیل قبلاً ثبت شده است")
-
-
-@router.get("")
-async def list_unit_conversions(
-    page: int = Query(1, ge=1),
-    page_size: int = Query(20, ge=1, le=100),
-    category_id=None,
-    brand: str | None = None,
-    from_unit: str | None = None,
-    to_unit: str | None = None,
-    expand: str | None = None,
-    db: AsyncSession = Depends(get_db),
-):
-    stmt = select(UnitConversion)
-    if category_id:
-        stmt = stmt.where(UnitConversion.category_id == category_id)
-    if brand:
-        stmt = stmt.where(UnitConversion.brand == brand)
-    if from_unit:
-        stmt = stmt.where(UnitConversion.from_unit == from_unit)
-    if to_unit:
-        stmt = stmt.where(UnitConversion.to_unit == to_unit)
-    items, meta = await paginate(stmt, page, page_size, db)
-    tokens = {t.strip() for t in expand.split(",")} if expand else set()
-    if "category" in tokens:
-        cat_ids = {uc.category_id for uc in items}
-        cats = {}
-        if cat_ids:
-            cats = {c.id: c for c in (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars()}
-        for uc in items:
-            uc._category = cats.get(uc.category_id)
-    return {"data": [uc_to_dict(uc, tokens) for uc in items], "meta": meta}
-
-
-@router.post("", status_code=201)
-async def create_unit_conversion(payload: UnitConversionCreate, db: AsyncSession = Depends(get_db)):
-    category = await db.get(MaterialCategory, payload.category_id)
-    if category is None:
-        raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
-    await _check_duplicate(db, None, payload.category_id, payload.brand, payload.from_unit, payload.to_unit)
-    uc = UnitConversion(
-        category_id=payload.category_id,
-        brand=payload.brand,
-        from_unit=payload.from_unit,
-        to_unit=payload.to_unit,
-        factor=payload.factor,
-    )
-    db.add(uc)
-    await db.flush()
-    return {"data": uc_to_dict(uc)}
-
-
-@router.get("/{uc_id}")
-async def get_unit_conversion(uc_id, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    return {"data": uc_to_dict(uc)}
-
-
-@router.patch("/{uc_id}")
-async def update_unit_conversion(uc_id, payload: UnitConversionUpdate, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    new_brand = payload.brand if payload.brand is not None else uc.brand
-    new_from = payload.from_unit if payload.from_unit is not None else uc.from_unit
-    new_to = payload.to_unit if payload.to_unit is not None else uc.to_unit
-    if payload.brand is not None or payload.from_unit is not None or payload.to_unit is not None:
-        await _check_duplicate(db, uc.id, uc.category_id, new_brand, new_from, new_to)
-    if payload.brand is not None:
-        uc.brand = payload.brand
-    if payload.from_unit is not None:
-        uc.from_unit = payload.from_unit
-    if payload.to_unit is not None:
-        uc.to_unit = payload.to_unit
-    if payload.factor is not None:
-        uc.factor = payload.factor
-    await db.flush()
-    return {"data": uc_to_dict(uc)}
-
-
-@router.delete("/{uc_id}")
-async def delete_unit_conversion(uc_id, db: AsyncSession = Depends(get_db)):
-    uc = await db.get(UnitConversion, uc_id)
-    if uc is None:
-        raise NotFoundError("تبدیل واحد یافت نشد")
-    await db.delete(uc)
-    await db.flush()
-    return {"data": {"deleted": True}}

backend/app/routers/units.py

@@ -3,6 +3,7 @@ from fastapi import APIRouter, Depends, Query
 from sqlalchemy import func, or_, select
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth import require_procurement_writer, require_role
 from app.db.engine import get_db
 from app.models.catalog import AttributeDefinition, Material, MaterialUnit, Unit
 from app.models.procurement import LineItem, LineItemSpec
@@ -11,6 +12,7 @@ from app.utils.errors import ConflictError, NotFoundError
 from app.utils.pagination import paginate, sort_query
 
 router = APIRouter(prefix="/units", tags=["units"])
+_procurement_writer = require_procurement_writer()
 
 
 def unit_full_to_dict(unit: Unit) -> dict:
@@ -45,7 +47,11 @@ async def list_units(
 
 
 @router.post("", status_code=201)
-async def create_unit(payload: UnitCreate, db: AsyncSession = Depends(get_db)):
+async def create_unit(
+    payload: UnitCreate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     duplicate = await db.scalar(select(Unit.id).where(Unit.code == payload.code))
     if duplicate is not None:
         raise ConflictError("واحدی با این کد قبلاً ثبت شده است", field="code")
@@ -70,7 +76,12 @@ async def get_unit(unit_id: int, db: AsyncSession = Depends(get_db)):
 
 
 @router.patch("/{unit_id}")
-async def update_unit(unit_id: int, payload: UnitUpdate, db: AsyncSession = Depends(get_db)):
+async def update_unit(
+    unit_id: int,
+    payload: UnitUpdate,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     unit = await db.get(Unit, unit_id)
     if unit is None:
         raise NotFoundError("واحد یافت نشد")
@@ -92,7 +103,11 @@ async def update_unit(unit_id: int, payload: UnitUpdate, db: AsyncSession = Depe
 
 
 @router.delete("/{unit_id}")
-async def delete_unit(unit_id: int, db: AsyncSession = Depends(get_db)):
+async def delete_unit(
+    unit_id: int,
+    db: AsyncSession = Depends(get_db),
+    _auth=Depends(_procurement_writer),
+):
     unit = await db.get(Unit, unit_id)
     if unit is None:
         raise NotFoundError("واحد یافت نشد")

backend/app/routers/users.py

@@ -17,14 +17,21 @@ import uuid
 
 import httpx
 from fastapi import APIRouter, Depends
-from sqlalchemy import select, update
+from sqlalchemy import delete, select, update, text, or_
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.auth import UserContext, get_current_user, require_role
+from app.utils.audit import record as audit_record
 from app.config import settings
 from app.db.engine import get_db
-from app.models.procurement import Project, User
+from app.models.procurement import Project, User, UserPanel, UserProjectMembership
-from app.schemas.procurement import UserCreate, UserProjectUpdate, UserRoleUpdate
+from app.schemas.procurement import (
+    UserCreate,
+    UserPanelsUpdate,
+    UserPanelProjectsUpdate,
+    UserProjectUpdate,
+    UserRoleUpdate,
+)
 from app.utils.errors import (
     ConflictError,
     ForbiddenError,
@@ -40,17 +47,47 @@ USER_ROLE_LABELS = {
     "pm": "مدیر پروژه",
     "procurement_manager": "مدیر تدارکات",
     "admin": "ادمین",
+    # کاربر فقطِ پنل مدیریت پروژه (PM) — به انبار/تدارکات دسترسی ندارد
+    "supervisor": "سرپرست پروژه",
 }
 
 
-def user_to_dict(user: User, projects: list[Project] | None = None) -> dict:
+PANEL_LEVELS = ("full", "limited")
+PANELS = ("procurement", "inventory", "pm")
+
+
+async def _panels_of(db: AsyncSession, user_id) -> dict:
+    """panel -> level map for the user (لایه پنل‌ها — جایگزین نقش‌ها)."""
+    rows = (
+        await db.execute(
+            select(UserPanel).where(UserPanel.user_id == user_id).order_by(UserPanel.created_at)
+        )
+    ).scalars().all()
+    return {row.panel: row.level for row in rows}
+
+
+async def _member_project_ids_of(db: AsyncSession, user_id) -> list[str]:
+    """عضویت M:N کاربر در پروژه‌ها (جدا از مسئولیت) — رشته."""
+    rows = (
+        await db.execute(
+            select(UserProjectMembership.project_id)
+            .where(UserProjectMembership.user_id == user_id)
+            .order_by(UserProjectMembership.created_at)
+        )
+    ).scalars().all()
+    return [str(pid) for pid in rows]
+
+
+async def user_to_dict(user: User, projects: list[Project] | None = None, db: AsyncSession | None = None) -> dict:
     """Serialize a user. `projects` = every project the PM manages (1:N);
-    project_id/project_name stay as the first (oldest) one for compatibility."""
+    project_id/project_name stay as the first (oldest) one for compatibility.
+    با db، پنل‌های تخصیصی و عضویت پروژه‌ای هم برمی‌گردند."""
     projects = projects or []
     first = projects[0] if projects else None
-    return {
+    out = {
         "id": str(user.id),
         "casdoor_id": user.casdoor_id,
+        "username": user.username,
         "first_name": user.first_name,
         "last_name": user.last_name,
         "phone": user.phone,
@@ -61,23 +98,39 @@ def user_to_dict(user: User, projects: list[Project] | None = None) -> dict:
         "projects": [{"id": str(p.id), "name": p.name} for p in projects],
         "created_at": to_iso(user.created_at),
     }
+    if db is not None:
+        out["panels"] = await _panels_of(db, user.id)
+        member_pids = await _member_project_ids_of(db, user.id)
+        all_pids = list(dict.fromkeys(member_pids + [str(p.id) for p in projects]))
+        out["member_project_ids"] = all_pids
+    return out
 
 
 async def _org_manager(ctx: UserContext = Depends(get_current_user)) -> UserContext:
-    """Admin OR procurement manager (the same person) — organization management."""
+    """Admin, procurement manager, or project manager — organization management."""
-    if ctx.role not in ("admin", "procurement_manager"):
+    if ctx.role not in ("admin", "procurement_manager", "pm"):
         raise ForbiddenError("دسترسی به این بخش برای نقش شما مجاز نیست")
     return ctx
 
 
 async def _user_projects(db: AsyncSession, user: User) -> list[Project]:
-    """Every project the user manages as PM (oldest first; [] for non-PMs)."""
+    """Every project assigned to the user (supervisor or PM) (oldest first).
-    if user.role != "pm":
+    Includes both direct PM assignments (pm_user_id) and member projects (UserProjectMembership).
+    """
+    if user.role not in ("supervisor", "pm"):
         return []
+    member_subq = select(UserProjectMembership.project_id).where(
+        UserProjectMembership.user_id == user.id
+    )
     rows = (
         await db.execute(
             select(Project)
-            .where(Project.pm_user_id == user.id)
+            .where(
+                or_(
+                    Project.pm_user_id == user.id,
+                    Project.id.in_(member_subq),
+                )
+            )
             .order_by(Project.created_at, Project.id)
         )
     ).scalars().all()
@@ -126,7 +179,7 @@ async def _casdoor_users() -> list[dict]:
 @router.get("/me")
 async def me(ctx: UserContext = Depends(get_current_user), db: AsyncSession = Depends(get_db)):
     projects = await _user_projects(db, ctx.user)
-    return {"data": user_to_dict(ctx.user, projects)}
+    return {"data": await user_to_dict(ctx.user, projects, db)}
 
 
 @router.get("/me/projects")
@@ -137,6 +190,18 @@ async def my_projects(ctx: UserContext = Depends(get_current_user), db: AsyncSes
     active project against this list and falls back gracefully when a
     project is revoked."""
     projects = await _user_projects(db, ctx.user)
+    # عضویت‌های M:N (لایه پنل‌ها) هم به فهرست اضافه می‌شود
+    member_ids = set(ctx.member_project_ids or [])
+    have = {p.id for p in projects}
+    if member_ids:
+        extra = (
+            await db.execute(
+                select(Project)
+                .where(Project.id.in_(member_ids))
+                .order_by(Project.created_at, Project.id)
+            )
+        ).scalars().all()
+        projects = list(projects) + [p for p in extra if p.id not in have]
     return {"data": [{"id": str(p.id), "name": p.name} for p in projects]}
 
 
@@ -147,20 +212,20 @@ async def list_users(
 ):
     """Every user (with role + assigned projects) — Organization panel."""
     users = (await db.execute(select(User).order_by(User.created_at))).scalars().all()
-    pm_ids = {u.id for u in users if u.role == "pm"}
+    supervisor_ids = {u.id for u in users if u.role in ("supervisor", "pm")}
     by_user: dict = {}
-    if pm_ids:
+    if supervisor_ids:
         projs = (
             await db.execute(
                 select(Project)
-                .where(Project.pm_user_id.in_(pm_ids))
+                .where(Project.pm_user_id.in_(supervisor_ids))
                 .order_by(Project.created_at, Project.id)
             )
         ).scalars().all()
         for p in projs:
             by_user.setdefault(p.pm_user_id, []).append(p)
     return {
-        "data": [user_to_dict(u, by_user.get(u.id, [])) for u in users],
+        "data": [await user_to_dict(u, by_user.get(u.id, []), db) for u in users],
         "meta": {"total": len(users)},
     }
 
@@ -168,7 +233,7 @@ async def list_users(
 @router.post("", status_code=201)
 async def create_user(
     payload: UserCreate,
-    _: UserContext = Depends(_org_manager),
+    ctx: UserContext = Depends(_org_manager),
     db: AsyncSession = Depends(get_db),
 ):
     """Define a new user (manual identity — casdoor_id optional)."""
@@ -185,28 +250,31 @@ async def create_user(
     )
     db.add(user)
     await db.flush()
-    return {"data": user_to_dict(user)}
+    await audit_record(db, actor=ctx.display_name, action="user.created", entity="user", entity_id=str(user.id), details={"role": payload.role})
+    return {"data": await user_to_dict(user)}
 
 
 @router.patch("/{user_id}")
 async def update_user_role(
     user_id,
     payload: UserRoleUpdate,
-    _: UserContext = Depends(require_role("admin")),
+    ctx: UserContext = Depends(_org_manager),
     db: AsyncSession = Depends(get_db),
 ):
-    """Set/clear a role — ADMIN ONLY (RBAC): procurement managers must not
+    """Set/clear a role — organization management (admin, procurement manager, PM)."""
-    assign or elevate roles. Revoking (or switching away from «pm») also
+    if payload.role == "admin" and ctx.role != "admin":
-    unassigns the user from their project."""
+        raise ForbiddenError("فقط ادمین می‌تواند نقش ادمین تعیین کند")
     user = await db.get(User, user_id)
     if user is None:
         raise NotFoundError("کاربر یافت نشد")
-    if user.role == "pm" and payload.role != "pm":
+    previous_role = user.role
+    if user.role in ("supervisor", "pm") and payload.role not in ("supervisor", "pm"):
         await _unassign_projects(db, user.id)
     user.role = payload.role
     await db.flush()
+    await audit_record(db, actor=ctx.display_name, action="user.role_changed", entity="user", entity_id=str(user.id), details={"from": previous_role, "to": payload.role})
     projects = await _user_projects(db, user)
-    return {"data": user_to_dict(user, projects)}
+    return {"data": await user_to_dict(user, projects)}
 
 
 @router.post("/sync")
@@ -227,8 +295,15 @@ async def sync_casdoor_users(
             continue
         existing = await db.scalar(select(User).where(User.casdoor_id == cid))
         if existing is None:
+            uname = str(cu.get("name") or cu.get("preferred_username") or "") or None
+            if uname:
+                by_uname = await db.scalar(select(User).where(User.username == uname))
+                if by_uname is not None:
+                    by_uname.casdoor_id = cid
+                    continue
             db.add(User(
                 casdoor_id=cid,
+                username=uname,
                 first_name=str(
                     cu.get("firstName")
                     or cu.get("displayName")
@@ -239,23 +314,27 @@ async def sync_casdoor_users(
                 phone=str(cu.get("phone") or "") or None,
             ))
             created += 1
+        elif not existing.username:
+            uname = str(cu.get("name") or cu.get("preferred_username") or "") or None
+            if uname:
+                existing.username = uname
     await db.flush()
 
     users = (await db.execute(select(User).order_by(User.created_at))).scalars().all()
-    pm_ids = {u.id for u in users if u.role == "pm"}
+    supervisor_ids = {u.id for u in users if u.role in ("supervisor", "pm")}
     by_user: dict = {}
-    if pm_ids:
+    if supervisor_ids:
         projs = (
             await db.execute(
                 select(Project)
-                .where(Project.pm_user_id.in_(pm_ids))
+                .where(Project.pm_user_id.in_(supervisor_ids))
                 .order_by(Project.created_at, Project.id)
             )
         ).scalars().all()
         for p in projs:
             by_user.setdefault(p.pm_user_id, []).append(p)
     return {
-        "data": [user_to_dict(u, by_user.get(u.id, [])) for u in users],
+        "data": [await user_to_dict(u, by_user.get(u.id, []), db) for u in users],
         "meta": {"total": len(users), "created": created},
     }
 
@@ -278,17 +357,97 @@ async def assign_user_project(
     user = await db.get(User, user_id)
     if user is None:
         raise NotFoundError("کاربر یافت نشد")
-    if user.role != "pm":
+    if user.role not in ("supervisor", "pm"):
-        raise ValidationError("ابتدا نقش این کاربر را «مدیر پروژه» کنید", field="role")
+        raise ValidationError("ابتدا نقش این کاربر را «سرپرست پروژه» کنید", field="role")
 
     if payload.project_id is None:
         await _unassign_projects(db, user.id)
+        if user.username:
+            await db.execute(
+                text("DELETE FROM project_assignments WHERE user_id IN (SELECT id FROM pm_users WHERE username = :uname)"),
+                {"uname": user.username}
+            )
         await db.flush()
-        return {"data": user_to_dict(user)}
+        return {"data": await user_to_dict(user)}
 
     project = await db.get(Project, payload.project_id)
     if project is None:
         raise NotFoundError("پروژه یافت نشد", field="project_id")
     project.pm_user_id = user.id
+    if user.username:
+        await db.execute(
+            text("""
+                INSERT INTO project_assignments (id, user_id, project_id)
+                SELECT gen_random_uuid(), pu.id, :pid
+                FROM pm_users pu
+                WHERE pu.username = :uname
+                AND NOT EXISTS (
+                    SELECT 1 FROM project_assignments pa
+                    WHERE pa.user_id = pu.id AND pa.project_id = :pid
+                )
+            """),
+            {"pid": project.id, "uname": user.username}
+        )
     await db.flush()
-    return {"data": user_to_dict(user, await _user_projects(db, user))}
+    return {"data": await user_to_dict(user, await _user_projects(db, user))}
+
+
+# ---------------------------------------------------------------------------
+# پنل‌ها و سطوح دسترسی — جایگزین مدل نقش برای کاربران عادی
+# ---------------------------------------------------------------------------
+
+
+@router.put("/{user_id}/panels")
+@router.patch("/{user_id}/panels")
+async def set_user_panels(
+    user_id,
+    payload: UserPanelsUpdate,
+    _: UserContext = Depends(_org_manager),
+    db: AsyncSession = Depends(get_db),
+):
+    """تخصیص پنل + سطح دسترسی به کاربر — مدیران سازمان (ادمین، مدیر تدارکات، مدیر پروژه)."""
+    user = await db.get(User, user_id)
+    if user is None:
+        raise NotFoundError("کاربر یافت نشد")
+    for panel, level in payload.panels.items():
+        if panel not in PANELS:
+            raise ValidationError(f"پنل نامعتبر: {panel}", field="panels")
+        if level not in PANEL_LEVELS:
+            raise ValidationError(f"سطح دسترسی نامعتبر: {level}", field="panels")
+    await db.execute(delete(UserPanel).where(UserPanel.user_id == user.id))
+    for panel, level in payload.panels.items():
+        db.add(UserPanel(user_id=user.id, panel=panel, level=level))
+    await db.flush()
+    return {"data": await user_to_dict(user, await _user_projects(db, user), db)}
+
+
+@router.put("/{user_id}/panel-projects")
+@router.patch("/{user_id}/panel-projects")
+async def set_user_panel_projects(
+    user_id,
+    payload: UserPanelProjectsUpdate,
+    _: UserContext = Depends(_org_manager),
+    db: AsyncSession = Depends(get_db),
+):
+    """عضویت پروژه‌ای کاربر (M:N) — محدوده داده‌ی سطح limited."""
+    user = await db.get(User, user_id)
+    if user is None:
+        raise NotFoundError("کاربر یافت نشد")
+    wanted = list(dict.fromkeys(payload.project_ids))
+    if wanted:
+        found = (
+            await db.execute(select(Project).where(Project.id.in_(wanted)))
+        ).scalars().all()
+        found_ids = {p.id for p in found}
+        unknown = [str(pid) for pid in wanted if pid not in found_ids]
+        if unknown:
+            raise ValidationError(
+                "پروژه(های) نامعتبر: " + "، ".join(unknown), field="project_ids"
+            )
+    await db.execute(
+        delete(UserProjectMembership).where(UserProjectMembership.user_id == user.id)
+    )
+    for pid in wanted:
+        db.add(UserProjectMembership(user_id=user.id, project_id=pid))
+    await db.flush()
+    return {"data": await user_to_dict(user, await _user_projects(db, user), db)}

backend/app/schemas/catalog.py

@@ -89,7 +89,6 @@ class MaterialAttributeIn(APIModel):
 
 
 class MaterialCreate(APIModel):
-    category_id: UUID | None = None  # v2.5: optional — derived from first linked supplier
     name: str = Field(min_length=1)
     topic: str | None = None  # تاپیک جلوی برنامه (Persian) — legacy
     canonical_unit_id: int

backend/app/schemas/inventory.py

@@ -30,6 +30,13 @@ class WarehouseCreate(APIModel):
 
 
 class WarehouseUpdate(APIModel):
+    """Rename/re-describe a warehouse.
+
+    `project_id` is accepted only to be rejected: a warehouse belongs
+    permanently to its parent project and cannot be reassigned (the router
+    answers 400 unless the value equals the current project).
+    """
+
     name: str | None = Field(default=None, min_length=1, max_length=255)
     description: str | None = None
     project_id: UUID | None = None
@@ -57,6 +64,7 @@ class InventoryTransactionCreate(APIModel):
     unit_id: int | None = None
     specs: dict | None = None
     note: str | None = None
+    delivered_to: str | None = None
     transaction_date: datetime | None = None
 
     @model_validator(mode="after")

backend/app/schemas/procurement.py

@@ -37,21 +37,26 @@ class SupplierUpdate(APIModel):
 
 
 class SupplierMaterialCreate(APIModel):
-    """Link a global material to a supplier (derives materials.category_id)."""
+    """Link a global material to a supplier."""
 
     material_id: UUID
 
 
 class ProjectCreate(APIModel):
     name: str = Field(min_length=1)
+    location: str | None = None
+    project_manager: str | None = None
     description: str | None = None
     start_date: date | None = None
 
 
 class ProjectUpdate(APIModel):
     name: str | None = Field(default=None, min_length=1)
+    location: str | None = None
+    project_manager: str | None = None
     description: str | None = None
     start_date: date | None = None
+    status: str | None = None
     # PM assignment (1:N — one PM per project, a PM may own many projects).
     # Admin / procurement manager only; None unassigns this project's PM.
     pm_user_id: UUID | None = None
@@ -135,6 +140,11 @@ class AcceptTermsheetIn(APIModel):
     schedule_steps: list[ScheduleStepIn] = Field(min_length=1)
 
 
+class ProjectAllocationIn(APIModel):
+    project_id: UUID
+    quantity: Decimal = Field(gt=0, description="Allocated quantity for this project")
+
+
 class ItemDecisionIn(APIModel):
     line_item_id: UUID
     status: Literal["chosen", "rejected"]
@@ -142,6 +152,7 @@ class ItemDecisionIn(APIModel):
     adjusted_unit_price: Decimal | None = Field(default=None, gt=0)
     adjusted_notes: str | None = None
     project_id: UUID | None = Field(default=None, description="The ONE purchased project (v2.6 — required when the offer spans several projects)")
+    allocations: list[ProjectAllocationIn] = Field(default_factory=list, description="Multi-project split allocations for this line item")
 
 
 class ItemProjectsIn(APIModel):
@@ -203,13 +214,13 @@ class UserCreate(APIModel):
     last_name: str = ""
     phone: str | None = None
     casdoor_id: str | None = None
-    role: Literal["pm", "procurement_manager", "admin"] | None = None
+    role: Literal["pm", "procurement_manager", "admin", "supervisor"] | None = None
 
 
 class UserRoleUpdate(APIModel):
     """role=None revokes the role (and any project assignment)."""
 
-    role: Literal["pm", "procurement_manager", "admin"] | None = None
+    role: Literal["pm", "procurement_manager", "admin", "supervisor"] | None = None
 
 
 class UserProjectUpdate(APIModel):
@@ -341,3 +352,16 @@ class ReceiptUpdate(APIModel):
     received_qty: Decimal | None = Field(default=None, gt=0)
     on_time: bool | None = None
     quality_note: str | None = None
+
+
+class UserPanelsUpdate(APIModel):
+    """Replace the user's panel assignments. هر پنل: 'full' | 'limited' —
+    پنل غایب یعنی تخصیص نداشتن و کلید آن حذف می‌شود."""
+
+    panels: dict[str, str] = Field(default_factory=dict)
+
+
+class UserPanelProjectsUpdate(APIModel):
+    """Replace the user's project memberships (M:N — جدا از مسئولیت پروژه)."""
+
+    project_ids: list[UUID] = Field(default_factory=list)

backend/app/schemas/project_transfers.py

@@ -0,0 +1,74 @@
+from datetime import datetime
+from decimal import Decimal
+from uuid import UUID
+
+from pydantic import Field
+
+from app.schemas.common import APIModel
+
+
+class WarehouseAllocationIn(APIModel):
+    warehouse_id: UUID
+    quantity: Decimal = Field(gt=0)
+
+
+class ProjectTransferCreate(APIModel):
+    from_warehouse_id: UUID
+    to_project_id: UUID
+    material_id: UUID
+    brand_id: UUID | None = None
+    unit_id: int
+    quantity: Decimal = Field(gt=0)
+    specs: dict = Field(default_factory=dict)
+    note: str | None = None
+    transfer_date: datetime | None = None
+
+
+class ProjectTransferUpdate(APIModel):
+    to_project_id: UUID | None = None
+    quantity: Decimal | None = Field(default=None, gt=0)
+    note: str | None = None
+    transfer_date: datetime | None = None
+
+
+class ProjectTransferReceive(APIModel):
+    allocations: list[WarehouseAllocationIn] = Field(
+        min_length=1,
+        description="Warehouse allocations in destination project (sum must equal transfer quantity)",
+    )
+    received_at: datetime | None = None
+    note: str | None = None
+
+
+class IdNameOut(APIModel):
+    id: UUID
+    name: str
+
+
+class UnitBriefOut(APIModel):
+    id: int
+    code: str
+    name_fa: str | None = None
+
+
+class ProjectTransferOut(APIModel):
+    id: UUID
+    from_project: IdNameOut
+    from_warehouse: IdNameOut
+    to_project: IdNameOut
+    to_warehouse: IdNameOut | None = None
+    material: IdNameOut
+    brand: IdNameOut | None = None
+    unit: UnitBriefOut
+    quantity: Decimal
+    specs: dict
+    specs_hash: str
+    note: str | None = None
+    status: str
+    transfer_date: datetime
+    transferred_by: str | None = None
+    received_at: datetime | None = None
+    received_by: str | None = None
+    receipt_allocations: list[dict] | None = None
+    created_at: datetime
+    updated_at: datetime

backend/app/services/analytics.py

@@ -0,0 +1,77 @@
+"""Server-side product analytics — OpenPanel Track API.
+
+Fire-and-forget business events (quote lifecycle, receipts, logins) so the
+OpenPanel dashboards show what actually happens inside the ERP, not just
+page views. Never raises: analytics must not break a business flow.
+
+Configuration (all optional — disabled when any is missing):
+    PROCUREMENT_OPENPANEL_API_URL     e.g. http://openpanel-api:3333 (self-hosted)
+    PROCUREMENT_OPENPANEL_CLIENT_ID   project client id (write mode)
+    PROCUREMENT_OPENPANEL_CLIENT_SECRET  project client secret
+
+Contract (OpenPanel Track API): POST {API_URL}/track with headers
+``openpanel-client-id`` / ``openpanel-client-secret`` and a JSON body
+``{"type": "track"|"identify", "profileId": ..., "event"/"properties": ...}``.
+"""
+import logging
+from typing import Any
+
+import httpx
+
+from app.config import settings
+
+logger = logging.getLogger("procurement.analytics")
+
+_TIMEOUT = httpx.Timeout(3.0)
+
+
+def _configured() -> bool:
+    return bool(
+        settings.OPENPANEL_API_URL
+        and settings.OPENPANEL_CLIENT_ID
+        and settings.OPENPANEL_CLIENT_SECRET
+    )
+
+
+async def track(event: str, properties: dict[str, Any] | None = None, profile_id: str | None = None) -> None:
+    """Record a named event; swallows every error."""
+    if not _configured():
+        return
+    # OpenPanel's Track API takes {type, payload:{…}} (same envelope the browser SDK
+    # sends) — a flat body is rejected with 400, which this module swallows by design.
+    # The payload field is "name" (ITrackPayload in packages/validation) — "event" is
+    # rejected with a 400 that this module swallows.
+    inner: dict[str, Any] = {"name": event, "properties": properties or {}}
+    if profile_id:
+        inner["profileId"] = profile_id
+    body = {"type": "track", "payload": inner}
+    try:
+        async with httpx.AsyncClient(timeout=_TIMEOUT) as client:
+            await client.post(
+                f"{settings.OPENPANEL_API_URL.rstrip('/')}/track",
+                json=body,
+                headers={
+                    "openpanel-client-id": settings.OPENPANEL_CLIENT_ID,
+                    "openpanel-client-secret": settings.OPENPANEL_CLIENT_SECRET,
+                },
+            )
+    except Exception as exc:  # noqa: BLE001 — analytics must never raise
+        logger.debug("analytics track failed (%s): %s", event, exc)
+
+
+async def identify(profile_id: str, properties: dict[str, Any] | None = None) -> None:
+    """Create/update a user profile (e.g. on login)."""
+    if not _configured():
+        return
+    try:
+        async with httpx.AsyncClient(timeout=_TIMEOUT) as client:
+            await client.post(
+                f"{settings.OPENPANEL_API_URL.rstrip('/')}/track",
+                json={"type": "identify", "payload": {"profileId": profile_id, "properties": properties or {}}},
+                headers={
+                    "openpanel-client-id": settings.OPENPANEL_CLIENT_ID,
+                    "openpanel-client-secret": settings.OPENPANEL_CLIENT_SECRET,
+                },
+            )
+    except Exception as exc:  # noqa: BLE001
+        logger.debug("analytics identify failed: %s", exc)

backend/app/services/dashboard_service.py

@@ -0,0 +1,732 @@
+"""Aggregation queries behind the MVP dashboard (warehouse + procurement).
+
+Read-only service. Every function receives the resolved scope (PM → the list
+of projects they manage; office roles → project_ids=None = whole
+organization) plus an optional explicit project filter, and the optional
+«What» filters (material_id / brand_id / specs_hash).
+
+Quantities are NEVER mixed across units: inventory rows live in the
+material's canonical unit, so stock aggregates carry their unit code and the
+UI picks one unit at a time. Numeric results leave the service chart-ready
+(floats); identifiers and labels are plain strings.
+
+Response shapes mirror frontend/src/lib/types.ts (v2.8 dashboard DTOs)
+exactly — this module is the server side of that contract.
+"""
+import uuid
+from datetime import date as date_cls
+from datetime import datetime, time, timedelta, timezone
+
+from sqlalchemy import case, func, select
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy.orm import aliased
+
+from app.models.catalog import Brand, BrandMaterial, Material, Unit
+from app.models.inventory import InventoryItem, InventoryTransaction, Warehouse
+from app.models.procurement import (
+    ItemDecision,
+    ItemReceipt,
+    LineItem,
+    Project,
+    Quote,
+    QuoteProjects,
+)
+
+# Iran has been on a fixed UTC+03:30 (no DST) since 2022 — «امروز» in the
+# daily widgets means today at this offset.
+TEHRAN = timezone(timedelta(hours=3, minutes=30))
+
+# Flow buckets: outbound = site consumption + shrinkage; waste is reported
+# separately so the UI can stack it as a distinct red segment inside the
+# outbound bar. Transfers are excluded from the buckets (they are internal
+# moves) but DO count toward the running balance.
+OUTBOUND_TYPES = ("WITHDRAWAL", "DAMAGE", "WASTE", "LOSS")
+WASTE_TYPES = ("DAMAGE", "WASTE", "LOSS")
+
+
+def _stock_filters(stmt, *, material_id=None, brand_id=None, specs_hash=None):
+    """«What» filters for a statement that already joins inventory→material."""
+    if material_id is not None:
+        stmt = stmt.where(InventoryItem.material_id == material_id)
+    if brand_id is not None:
+        stmt = stmt.where(InventoryItem.brand_id == brand_id)
+    if specs_hash:
+        stmt = stmt.where(InventoryItem.specs_hash == specs_hash)
+    return stmt
+
+
+def _scope_filters(stmt, *, project_ids, project_id):
+    """warehouse.project_id restriction for the resolved dashboard scope."""
+    if project_id is not None:
+        stmt = stmt.where(Warehouse.project_id == project_id)
+    elif project_ids is not None:
+        stmt = stmt.where(Warehouse.project_id.in_(project_ids))
+    return stmt
+
+
+def _qty(value) -> float:
+    return round(float(value), 4) if value is not None else 0.0
+
+
+# ---------------------------------------------------------------------------
+# «What» filter cascade — Category → Material → Brand → Specs
+# ---------------------------------------------------------------------------
+
+async def filter_options(db: AsyncSession) -> dict:
+    """Options for the global filter bar (Material → Brand → Specs).
+
+    Materials come from the catalog (active only). Brand options per material
+    are the UNION of the catalog links (brand_materials — every brand defined
+    for that material) and the distinct brands actually present in stock, so
+    the cascade is complete even for materials whose current stock rows carry
+    no brand yet. Spec options come from stock rows (inventory.specs_hash),
+    since specs are a stock-level dimension.
+    """
+    materials = (
+        await db.execute(select(Material).where(Material.status == "active").order_by(Material.name))
+    ).scalars().all()
+    units = {u.id: u for u in (await db.execute(select(Unit))).scalars()}
+
+    inv_rows = (
+        await db.execute(
+            select(
+                InventoryItem.material_id,
+                InventoryItem.brand_id,
+                InventoryItem.specs_hash,
+                InventoryItem.specs,
+                Brand.name,
+            )
+            .select_from(InventoryItem)
+            .outerjoin(Brand, Brand.id == InventoryItem.brand_id)
+            .distinct()
+        )
+    ).all()
+    # برندهای کاتالوگی هر متریال (brand_materials) — مستقل از موجودی فعلی
+    catalog_brand_rows = (
+        await db.execute(
+            select(BrandMaterial.material_id, Brand.id, Brand.name)
+            .select_from(BrandMaterial)
+            .join(Brand, Brand.id == BrandMaterial.brand_id)
+            .where(BrandMaterial.is_active.is_(True))
+        )
+    ).all()
+
+    brands_by_material: dict[uuid.UUID, dict] = {}
+    specs_by_material: dict[uuid.UUID, dict[str, dict]] = {}
+    for material_id, brand_id, brand_name in catalog_brand_rows:
+        brands_by_material.setdefault(material_id, {})[brand_id] = brand_name
+    for material_id, brand_id, specs_hash, specs, brand_name in inv_rows:
+        if brand_id is not None:
+            brands_by_material.setdefault(material_id, {}).setdefault(brand_id, brand_name)
+        if specs_hash:
+            specs_by_material.setdefault(material_id, {})[specs_hash] = specs or {}
+
+    def material_entry(m: Material) -> dict:
+        unit = units.get(m.canonical_unit_id)
+        brands = brands_by_material.get(m.id, {})
+        spec_map = specs_by_material.get(m.id, {})
+        return {
+            "id": str(m.id),
+            "name": m.name,
+            "unit": {"id": unit.id, "code": unit.code, "name_fa": unit.name_fa} if unit else None,
+            "brands": [
+                {"id": str(bid), "name": bname}
+                for bid, bname in sorted(brands.items(), key=lambda kv: kv[1] or "")
+            ],
+            "specs": [
+                {"hash": h, "specs": sp}
+                for h, sp in sorted(spec_map.items())
+            ],
+        }
+
+    # فهرست تخت متریال‌ها — سرآغاز آبشار سه‌فیلتری (متریال → برند → مشخصات)
+    return {"data": {"materials": [material_entry(m) for m in materials]}}
+
+
+# ---------------------------------------------------------------------------
+# Widget 1 — Drill-down matrix (organization → project → warehouse)
+# ---------------------------------------------------------------------------
+
+async def inventory_drilldown(
+    db: AsyncSession,
+    *,
+    project_ids,
+    project_id,
+    material_id=None,
+    brand_id=None,
+    specs_hash=None,
+) -> dict:
+    """Stock quantity as a three-level tree: Material -> Project -> Warehouse.
+
+    The x-axis mirrors the *catalog*, not the ledger: the statement starts from
+    ``materials`` and LEFT OUTER JOINs the per-(brand, specs, project,
+    warehouse, unit) stock aggregation. Active catalog materials without any
+    ledger rows therefore stay on the chart with ``COALESCE``d zero quantities
+    (labelled with their canonical unit) instead of disappearing in an inner
+    join.
+    """
+    # تجمیع دفتر انبار به‌ازای (ماده، برند، مشخصات، پروژه، انبار، واحد) — سمت
+    # راست LEFT JOIN؛ محدودیت دامنه (پروژه‌های مجاز) همین‌جا اعمال می‌شود تا
+    # مواد بدون موجودیِ داخل دامنه هم از دست نروند.
+    stock = (
+        select(
+            InventoryItem.material_id.label("material_id"),
+            InventoryItem.brand_id.label("brand_id"),
+            InventoryItem.specs_hash.label("specs_hash"),
+            InventoryItem.specs.label("specs"),
+            Project.id.label("pid"),
+            Project.name.label("pname"),
+            Warehouse.id.label("wid"),
+            Warehouse.name.label("wname"),
+            Unit.code.label("ucode"),
+            Unit.name_fa.label("uname_fa"),
+            func.sum(InventoryItem.quantity).label("qty"),
+            func.count().label("rows"),
+        )
+        .select_from(InventoryItem)
+        .join(Warehouse, Warehouse.id == InventoryItem.warehouse_id)
+        .join(Project, Project.id == Warehouse.project_id)
+        .join(Unit, Unit.id == InventoryItem.unit_id)
+        .group_by(
+            InventoryItem.material_id,
+            InventoryItem.brand_id,
+            InventoryItem.specs_hash,
+            InventoryItem.specs,
+            Project.id,
+            Project.name,
+            Warehouse.id,
+            Warehouse.name,
+            Unit.code,
+            Unit.name_fa,
+        )
+    )
+    stock = _scope_filters(stock, project_ids=project_ids, project_id=project_id)
+    stock_sq = stock.subquery()
+
+    # واحد کاتالوگی ماده — برچسب واحدِ ردیف‌های صفر («۰ عدد»)
+    canon_unit = aliased(Unit)
+
+    stmt = (
+        select(
+            Material.id.label("mid"),
+            Material.name.label("mname"),
+            Brand.name.label("bname"),
+            stock_sq.c.specs,
+            stock_sq.c.pid,
+            stock_sq.c.pname,
+            stock_sq.c.wid,
+            stock_sq.c.wname,
+            stock_sq.c.ucode,
+            stock_sq.c.uname_fa,
+            func.coalesce(stock_sq.c.qty, 0).label("qty"),
+            func.coalesce(stock_sq.c.rows, 0).label("rows"),
+            canon_unit.code.label("canon_ucode"),
+            canon_unit.name_fa.label("canon_uname_fa"),
+        )
+        .select_from(Material)
+        .outerjoin(stock_sq, stock_sq.c.material_id == Material.id)
+        .outerjoin(Brand, Brand.id == stock_sq.c.brand_id)
+        .outerjoin(canon_unit, canon_unit.id == Material.canonical_unit_id)
+        .where(Material.status == "active")
+    )
+    # فیلترهای بُعد کاتالوگ، عضویت روی محور را محدود می‌کنند
+    if material_id is not None:
+        stmt = stmt.where(Material.id == material_id)
+    # برند/مشخصات، ابعاد دفتر انبارند: با فعال بودنشان فقط مواد دارای همان
+    # موجودی روی محور می‌مانند (رفتار قبلی دست‌نخورده)
+    if brand_id is not None:
+        stmt = stmt.where(stock_sq.c.brand_id == brand_id)
+    if specs_hash:
+        stmt = stmt.where(stock_sq.c.specs_hash == specs_hash)
+
+    rows = (await db.execute(stmt)).all()
+
+    units_legend: dict[str, str] = {}
+    total_by_unit: dict[str, float] = {}
+    total_rows = 0
+
+    materials_tree: dict[str, dict] = {}
+    
+    for mid, mname, bname, specs, pid, pname, wid, wname, ucode, uname_fa, qty, row_count, canon_ucode, canon_uname_fa in rows:
+        q = _qty(qty)
+
+        # افسانه‌ی واحدها و جمع کل؛ مواد بدون ردیف موجودی با واحد کاتالوگی و صفر
+        if ucode is not None:
+            units_legend[ucode] = uname_fa
+            total_by_unit[ucode] = round(total_by_unit.get(ucode, 0.0) + q, 4)
+        elif canon_ucode is not None:
+            units_legend.setdefault(canon_ucode, canon_uname_fa)
+            total_by_unit.setdefault(canon_ucode, 0.0)
+        total_rows += row_count
+
+        # Build full material name
+        parts = [mname]
+        if bname:
+            parts.append(bname)
+        if specs:
+            parts.extend(str(v) for v in specs.values() if v)
+        full_name = " ".join(parts)
+        # Use full_name + unit as unique key for material level, or just full_name
+        mat_key = f"{mid}_{full_name}"
+
+        mat = materials_tree.setdefault(
+            mat_key,
+            {"id": mat_key, "name": full_name, "qty_by_unit": {}, "rows": 0, "_projects": {}},
+        )
+        if ucode is not None:
+            mat["qty_by_unit"][ucode] = round(mat["qty_by_unit"].get(ucode, 0.0) + q, 4)
+        elif canon_ucode is not None:
+            mat["qty_by_unit"].setdefault(canon_ucode, 0.0)
+        mat["rows"] += row_count
+
+        # مواد بدون هیچ ردیف موجودی: فقط روی محور می‌مانند (بدون پروژه/انبار)
+        if pid is None:
+            continue
+
+        proj = mat["_projects"].setdefault(
+            pid,
+            {"id": str(pid), "name": pname, "qty_by_unit": {}, "rows": 0, "_warehouses": {}},
+        )
+        proj["qty_by_unit"][ucode] = round(proj["qty_by_unit"].get(ucode, 0.0) + q, 4)
+        proj["rows"] += row_count
+
+        wh = proj["_warehouses"].setdefault(wid, {"id": str(wid), "name": wname, "qty_by_unit": {}, "rows": 0})
+        wh["qty_by_unit"][ucode] = round(wh["qty_by_unit"].get(ucode, 0.0) + q, 4)
+        wh["rows"] += row_count
+
+    materials = []
+    for mat in materials_tree.values():
+        projects_list = []
+        for proj in mat.pop("_projects").values():
+            warehouses = sorted(proj.pop("_warehouses").values(), key=lambda w: w["name"])
+            projects_list.append({**proj, "warehouses": warehouses})
+        projects_list.sort(key=lambda p: p["name"])
+        materials.append({**mat, "projects": projects_list})
+    
+    materials.sort(key=lambda m: m["name"])
+
+    return {
+        "data": {
+            "units": units_legend,
+            "total": {"qty_by_unit": total_by_unit, "rows": total_rows},
+            "materials": materials,
+        }
+    }
+
+
+# ---------------------------------------------------------------------------
+# Widget 2 — Dead stock (dormant capital)
+# ---------------------------------------------------------------------------
+
+async def dead_stock(
+    db: AsyncSession,
+    *,
+    project_ids,
+    project_id,
+    idle_days: int = 60,
+    material_id=None,
+    brand_id=None,
+    specs_hash=None,
+    limit: int = 200,
+) -> dict:
+    """Stock rows with quantity > 0 and NO ledger activity within `idle_days`.
+
+    Last activity = MAX(inventory_transactions.transaction_date) per row —
+    served by idx_inventory_tx_inventory_date — falling back to
+    inventory.updated_at for rows that never posted a transaction.
+    """
+    last_tx = (
+        select(func.max(InventoryTransaction.transaction_date))
+        .where(InventoryTransaction.inventory_id == InventoryItem.id)
+        .correlate(InventoryItem)
+        .scalar_subquery()
+    )
+    last_activity = func.coalesce(last_tx, InventoryItem.updated_at)
+    cutoff = datetime.now(TEHRAN) - timedelta(days=idle_days)
+
+    stmt = (
+        select(
+            InventoryItem.id,
+            InventoryItem.quantity,
+            InventoryItem.specs,
+            Material.name,
+            Brand.name,
+            Warehouse.name,
+            Project.name,
+            Unit.code,
+            Unit.name_fa,
+            last_activity.label("last_activity"),
+        )
+        .select_from(InventoryItem)
+        .join(Warehouse, Warehouse.id == InventoryItem.warehouse_id)
+        .join(Project, Project.id == Warehouse.project_id)
+        .join(Material, Material.id == InventoryItem.material_id)
+        .join(Unit, Unit.id == InventoryItem.unit_id)
+        .outerjoin(Brand, Brand.id == InventoryItem.brand_id)
+        .where(InventoryItem.quantity > 0, last_activity <= cutoff)
+        .order_by(last_activity.asc())
+        .limit(limit)
+    )
+    stmt = _stock_filters(
+        stmt, material_id=material_id, brand_id=brand_id, specs_hash=specs_hash
+    )
+    stmt = _scope_filters(stmt, project_ids=project_ids, project_id=project_id)
+    rows = (await db.execute(stmt)).all()
+
+    now = datetime.now(TEHRAN)
+    items = []
+    for inv_id, quantity, specs, mat_name, brand_name, wh_name, proj_name, ucode, uname_fa, last in rows:
+        items.append({
+            "inventory_id": str(inv_id),
+            "material": mat_name,
+            "brand": brand_name,
+            "specs": specs or {},
+            "warehouse": wh_name,
+            "project": proj_name,
+            "quantity": _qty(quantity),
+            "unit": {"code": ucode, "name_fa": uname_fa},
+            "last_activity": last.isoformat() if last else None,
+            "idle_days": (now - last).days if last else None,
+        })
+    return {"data": {"idle_days_threshold": idle_days, "items": items}}
+
+
+# ---------------------------------------------------------------------------
+# Widget 3 — Daily time-series flow (inbound / outbound / returns / balance)
+# ---------------------------------------------------------------------------
+
+async def daily_flow(
+    db: AsyncSession,
+    *,
+    project_ids,
+    project_id,
+    date_from: datetime,
+    date_to: datetime,
+    warehouse_id=None,
+    material_id=None,
+    brand_id=None,
+    specs_hash=None,
+) -> dict:
+    """Per-day buckets from the signed ledger.
+
+    inbound = PURCHASE · returns = RETURN · outbound = WITHDRAWAL + waste
+    (DAMAGE/WASTE/LOSS, reported separately for the stacked red segment).
+    balance = running sum of EVERY signed movement (transfers/found/stock
+    counts included), seeded with the opening balance before `date_from`.
+    """
+    def _with_joins(sel):
+        return (
+            sel.select_from(InventoryTransaction)
+            .join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
+            .join(InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id)
+            .join(Material, Material.id == InventoryItem.material_id)
+        )
+
+    scope_conditions = []
+    if project_id is not None:
+        scope_conditions.append(Warehouse.project_id == project_id)
+    elif project_ids is not None:
+        scope_conditions.append(Warehouse.project_id.in_(project_ids))
+    if warehouse_id is not None:
+        scope_conditions.append(InventoryTransaction.warehouse_id == warehouse_id)
+    what_conditions = []
+    if material_id is not None:
+        what_conditions.append(InventoryItem.material_id == material_id)
+    if brand_id is not None:
+        what_conditions.append(InventoryItem.brand_id == brand_id)
+    if specs_hash:
+        what_conditions.append(InventoryItem.specs_hash == specs_hash)
+
+    day_expr = func.date_trunc("day", InventoryTransaction.transaction_date).label("day")
+    bucket_rows = (
+        await db.execute(
+            _with_joins(
+                select(day_expr, InventoryTransaction.transaction_type, func.sum(InventoryTransaction.quantity))
+                .where(
+                    InventoryTransaction.transaction_date >= date_from,
+                    InventoryTransaction.transaction_date < date_to,
+                    *scope_conditions,
+                    *what_conditions,
+                )
+                .group_by(day_expr, InventoryTransaction.transaction_type)
+            )
+        )
+    ).all()
+
+    opening = _qty(
+        await db.scalar(
+            _with_joins(
+                select(func.coalesce(func.sum(InventoryTransaction.quantity), 0.0)).where(
+                    InventoryTransaction.transaction_date < date_from,
+                    *scope_conditions,
+                    *what_conditions,
+                )
+            )
+        )
+    )
+
+    signed_by_day: dict[date_cls, dict[str, float]] = {}
+    for day, tx_type, signed in bucket_rows:
+        day_key = day.date() if isinstance(day, datetime) else day
+        signed_by_day.setdefault(day_key, {})[str(tx_type)] = _qty(signed)
+
+    days = []
+    running = opening
+    current = date_from.date()
+    while current < date_to.date():
+        types = signed_by_day.get(current, {})
+        waste = round(-sum(types.get(t, 0.0) for t in WASTE_TYPES), 4) or 0.0
+        outbound = round(waste - types.get("WITHDRAWAL", 0.0), 4) or 0.0
+        running = round(running + sum(types.values()), 4)
+        days.append({
+            "date": current.isoformat(),
+            "inbound": round(types.get("PURCHASE", 0.0), 4) or 0.0,
+            "outbound": outbound,
+            "waste": waste,
+            "returns": round(types.get("RETURN", 0.0), 4) or 0.0,
+            "balance": running,
+        })
+        current += timedelta(days=1)
+
+    return {"data": {"opening_balance": opening, "days": days}}
+
+
+# ---------------------------------------------------------------------------
+# Widget 4 — Daily control (today's site operations)
+# ---------------------------------------------------------------------------
+
+async def daily_control(
+    db: AsyncSession,
+    *,
+    project_ids,
+    project_id,
+    day: date_cls,
+    warehouse_id=None,
+) -> dict:
+    """One day (Tehran calendar): outbound / return / waste / purchase ticket
+    counts + quantities, the exact performer names, and the operation detail."""
+    day_start = datetime.combine(day, time.min, tzinfo=TEHRAN)
+    day_end = day_start + timedelta(days=1)
+
+    scope_conditions = []
+    if project_id is not None:
+        scope_conditions.append(Warehouse.project_id == project_id)
+    elif project_ids is not None:
+        scope_conditions.append(Warehouse.project_id.in_(project_ids))
+    if warehouse_id is not None:
+        scope_conditions.append(InventoryTransaction.warehouse_id == warehouse_id)
+
+    count_rows = (
+        await db.execute(
+            select(
+                InventoryTransaction.transaction_type,
+                func.count().label("tickets"),
+                func.sum(func.abs(InventoryTransaction.quantity)).label("qty"),
+            )
+            .select_from(InventoryTransaction)
+            .join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
+            .where(
+                InventoryTransaction.transaction_date >= day_start,
+                InventoryTransaction.transaction_date < day_end,
+                *scope_conditions,
+            )
+            .group_by(InventoryTransaction.transaction_type)
+        )
+    ).all()
+    by_type = {str(tx_type): {"tickets": tickets, "qty": _qty(qty)} for tx_type, tickets, qty in count_rows}
+
+    performers_rows = (
+        await db.execute(
+            select(
+                InventoryTransaction.performed_by,
+                func.count().label("tickets"),
+                func.sum(func.abs(InventoryTransaction.quantity)).label("qty"),
+            )
+            .select_from(InventoryTransaction)
+            .join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
+            .where(
+                InventoryTransaction.transaction_date >= day_start,
+                InventoryTransaction.transaction_date < day_end,
+                *scope_conditions,
+            )
+            .group_by(InventoryTransaction.performed_by)
+            .order_by(func.count().desc())
+        )
+    ).all()
+
+    detail_rows = (
+        await db.execute(
+            select(
+                InventoryTransaction,
+                Warehouse.name,
+                Material.name,
+                InventoryItem.specs,
+                Unit.code,
+            )
+            .select_from(InventoryTransaction)
+            .join(Warehouse, Warehouse.id == InventoryTransaction.warehouse_id)
+            .join(InventoryItem, InventoryItem.id == InventoryTransaction.inventory_id)
+            .join(Material, Material.id == InventoryItem.material_id)
+            .join(Unit, Unit.id == InventoryItem.unit_id)
+            .where(
+                InventoryTransaction.transaction_date >= day_start,
+                InventoryTransaction.transaction_date < day_end,
+                InventoryTransaction.transaction_type.in_(
+                    ("WITHDRAWAL", "RETURN", "DAMAGE", "WASTE", "LOSS", "PURCHASE")
+                ),
+                *scope_conditions,
+            )
+            .order_by(InventoryTransaction.transaction_date.desc())
+            .limit(200)
+        )
+    ).all()
+
+    zero = {"tickets": 0, "qty": 0.0}
+    items = []
+    for tx, wh_name, mat_name, specs, ucode in detail_rows:
+        items.append({
+            "id": str(tx.id),
+            "transaction_type": str(tx.transaction_type),
+            "quantity": _qty(tx.quantity),
+            "unit_code": ucode,
+            "performed_by": tx.performed_by,
+            "note": tx.note,
+            "warehouse": wh_name,
+            "material": mat_name,
+            "specs": specs or {},
+            "transaction_date": tx.transaction_date.isoformat(),
+        })
+
+    return {
+        "data": {
+            "date": day.isoformat(),
+            "outbound": by_type.get("WITHDRAWAL", zero),
+            "returns": by_type.get("RETURN", zero),
+            "waste": {
+                "tickets": sum(by_type.get(t, zero)["tickets"] for t in WASTE_TYPES),
+                "qty": round(sum(by_type.get(t, zero)["qty"] for t in WASTE_TYPES), 4),
+            },
+            "purchases": by_type.get("PURCHASE", zero),
+            "performers": [
+                {"name": name or "نامشخص", "tickets": tickets, "qty": _qty(qty)}
+                for name, tickets, qty in performers_rows
+            ],
+            "items": items,
+        }
+    }
+
+
+# ---------------------------------------------------------------------------
+# Widget 8 — Procurement workload per project (project density)
+# ---------------------------------------------------------------------------
+
+async def procurement_workload(db: AsyncSession, *, project_ids, project_id) -> dict:
+    """Per project: offered quotes still open + chosen purchase lines (open
+    vs fully received). Chosen lines attribute to item_decisions.project_id
+    (the purchased destination); offered quotes to any linked project."""
+    received_sq = (
+        select(ItemReceipt.item_decision_id.label("did"), func.sum(ItemReceipt.received_qty).label("received_qty"))
+        .group_by(ItemReceipt.item_decision_id)
+        .subquery()
+    )
+    order_conditions = [ItemDecision.status == "chosen"]
+    if project_id is not None:
+        order_conditions.append(ItemDecision.project_id == project_id)
+    elif project_ids is not None:
+        order_conditions.append(ItemDecision.project_id.in_(project_ids))
+
+    order_rows = (
+        await db.execute(
+            select(
+                Project.id,
+                Project.name,
+                func.count().label("chosen_items"),
+                func.sum(LineItem.quantity).label("ordered_qty"),
+                func.coalesce(func.sum(received_sq.c.received_qty), 0).label("received_qty"),
+                func.sum(
+                    case(
+                        (func.coalesce(received_sq.c.received_qty, 0) < LineItem.quantity, 1),
+                        else_=0,
+                    )
+                ).label("open_items"),
+            )
+            .select_from(ItemDecision)
+            .join(LineItem, LineItem.id == ItemDecision.line_item_id)
+            .join(Quote, Quote.id == LineItem.quote_id)
+            .outerjoin(Project, Project.id == ItemDecision.project_id)
+            .outerjoin(received_sq, received_sq.c.did == ItemDecision.id)
+            .where(*order_conditions)
+            .group_by(Project.id, Project.name)
+        )
+    ).all()
+
+    offered_by_project: dict[uuid.UUID | None, set] = {}
+    offered_primary = (
+        await db.execute(
+            select(Quote.id, Quote.project_id).where(
+                Quote.status == "offered", Quote.project_id.is_not(None)
+            )
+        )
+    ).all()
+    for quote_id, pid in offered_primary:
+        offered_by_project.setdefault(pid, set()).add(quote_id)
+    offered_junction = (
+        await db.execute(
+            select(QuoteProjects.quote_id, QuoteProjects.project_id)
+            .join(Quote, Quote.id == QuoteProjects.quote_id)
+            .where(Quote.status == "offered")
+        )
+    ).all()
+    for quote_id, pid in offered_junction:
+        offered_by_project.setdefault(pid, set()).add(quote_id)
+
+    project_ids_needed = {row[0] for row in order_rows if row[0] is not None}
+    project_ids_needed.update(pid for pid in offered_by_project if pid is not None)
+    names: dict[uuid.UUID, str] = {}
+    if project_ids_needed:
+        names = {
+            p.id: p.name
+            for p in (
+                await db.execute(select(Project).where(Project.id.in_(project_ids_needed)))
+            ).scalars()
+        }
+
+    projects = []
+    for pid, _pname, chosen, ordered, received, open_items in order_rows:
+        if pid is None:
+            offered = 0
+        else:
+            offered = len(offered_by_project.pop(pid, set()))
+            if project_id is not None and pid != project_id:
+                offered = 0
+            elif project_ids is not None and pid not in project_ids:
+                offered = 0
+        projects.append({
+            "id": str(pid) if pid else None,
+            "name": names.get(pid, "بدون پروژه") if pid else "بدون پروژه",
+            "offered_quotes": offered,
+            "chosen_items": chosen,
+            "open_orders": open_items,
+            "ordered_qty": _qty(ordered),
+            "received_qty": _qty(received),
+        })
+    # offered-only projects that have no chosen lines yet
+    for pid, quote_ids in offered_by_project.items():
+        if not quote_ids:
+            continue
+        if project_id is not None and pid != project_id:
+            continue
+        if project_ids is not None and (pid is None or pid not in project_ids):
+            continue
+        projects.append({
+            "id": str(pid) if pid else None,
+            "name": names.get(pid, "بدون پروژه") if pid else "بدون پروژه",
+            "offered_quotes": len(quote_ids),
+            "chosen_items": 0,
+            "open_orders": 0,
+            "ordered_qty": 0.0,
+            "received_qty": 0.0,
+        })
+
+    projects.sort(key=lambda p: (-p["open_orders"], -p["offered_quotes"], p["name"]))
+    return {"data": {"projects": projects}}

backend/app/services/expand_service.py

@@ -77,13 +77,14 @@ def project_brief(project: Project | None) -> dict | None:
     return {"id": str(project.id), "name": project.name}
 
 
-def decision_brief(d: ItemDecision) -> dict:
+def decision_brief(d: ItemDecision, project: Project | None = None) -> dict:
     """Shape used inside expanded line items (P0-14)."""
     return {
         "id": str(d.id),
         "status": d.status,
         "chosen_item_termsheet_id": str(d.chosen_item_termsheet_id) if d.chosen_item_termsheet_id else None,
         "project_id": str(d.project_id) if d.project_id else None,  # v2.6: the single purchased project
+        "project": project_brief(project) if project is not None else None,
         "adjusted_unit_price": float(d.adjusted_unit_price) if d.adjusted_unit_price is not None else None,
         "decided_at": to_iso(d.decided_at),
     }
@@ -205,11 +206,6 @@ async def _load_material_maps(db: AsyncSession, materials: list[Material], expan
     material_ids = [m.id for m in materials]
     maps: dict = {"categories": {}, "units": {}, "brands": {}, "material_brands": {}, "mavs": {}, "attr_defs": {}}
 
-    if "category" in expand:
-        cat_ids = {m.category_id for m in materials}
-        rows = (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars().all()
-        maps["categories"] = {c.id: c for c in rows}
-
     unit_ids: set[int] = set()
     if "canonical_unit" in expand:
         unit_ids |= {m.canonical_unit_id for m in materials}
@@ -256,10 +252,12 @@ def _material_to_dict(m: Material, expand: set[str], maps: dict) -> dict:
         "created_at": to_iso(m.created_at),
         "updated_at": to_iso(m.updated_at),
     }
+    # Category is a supplier attribute now, not a material one — the key stays
+    # in the payload (null) so the contract shape is unchanged.
     if "category" in expand:
-        d["category"] = category_brief(maps["categories"].get(m.category_id))
+        d["category"] = None
     else:
-        d["category_id"] = str(m.category_id)
+        d["category_id"] = None
     if "canonical_unit" in expand:
         d["canonical_unit"] = unit_to_dict(maps["units"].get(m.canonical_unit_id))
     else:
@@ -313,6 +311,7 @@ class _LineItemData:
         self.item_termsheets_by_line: dict[uuid.UUID, list[ItemTermsheet]] = {}
         self.item_termsheets_by_id: dict[uuid.UUID, ItemTermsheet] = {}
         self.projects_by_line: dict[uuid.UUID, list[Project]] = {}
+        self.projects_by_id: dict[uuid.UUID, Project] = {}
 
 
 async def _load_line_item_data(db: AsyncSession, line_items: list[LineItem], expand: set[str]) -> _LineItemData:
@@ -324,9 +323,6 @@ async def _load_line_item_data(db: AsyncSession, line_items: list[LineItem], exp
         material_ids = {li.material_id for li in line_items}
         materials = (await db.execute(select(Material).where(Material.id.in_(material_ids)))).scalars().all()
         data.materials = {m.id: m for m in materials}
-        cat_ids = {m.category_id for m in materials}
-        cats = (await db.execute(select(MaterialCategory).where(MaterialCategory.id.in_(cat_ids)))).scalars().all()
-        data.categories = {c.id: c for c in cats}
         bms = (await db.execute(select(BrandMaterial).where(BrandMaterial.material_id.in_(material_ids)))).scalars().all()
         brand_ids: set[uuid.UUID] = set()
         for bm in bms:
@@ -375,6 +371,13 @@ async def _load_line_item_data(db: AsyncSession, line_items: list[LineItem], exp
     if "decision" in expand or "receipt" in expand:
         decisions = (await db.execute(select(ItemDecision).where(ItemDecision.line_item_id.in_(li_ids)))).scalars().all()
         data.decisions = {d.line_item_id: d for d in decisions}
+        dec_proj_ids = {d.project_id for d in decisions if d.project_id is not None}
+        missing_pids = dec_proj_ids - set(proj_map.keys())
+        if missing_pids:
+            extra_projs = (await db.execute(select(Project).where(Project.id.in_(missing_pids)))).scalars().all()
+            for p in extra_projs:
+                proj_map[p.id] = p
+        data.projects_by_id = proj_map
         dec_ids = [d.id for d in decisions]
         if dec_ids:
             receipts = (await db.execute(select(ItemReceipt).where(ItemReceipt.item_decision_id.in_(dec_ids)))).scalars().all()
@@ -441,7 +444,7 @@ def _line_item_expanded(li: LineItem, expand: set[str], data: _LineItemData, inc
             d["material"] = {
                 "id": str(m.id),
                 "name": m.name,
-                "category": category_brief(data.categories.get(m.category_id)),
+                "category": None,
                 "brands": [
                     {"id": str(bm.brand_id), "name": data.brands[bm.brand_id].name, "catalog_code": bm.catalog_code}
                     for bm in data.material_brands.get(m.id, [])
@@ -469,8 +472,10 @@ def _line_item_expanded(li: LineItem, expand: set[str], data: _LineItemData, inc
             data.specs_by_line.get(li.id, []), data.attr_defs, data.units, include_data_type=False
         )
     decision = data.decisions.get(li.id)
+    dec_proj = data.projects_by_id.get(decision.project_id) if decision and decision.project_id else None
+    d["target_project"] = project_brief(dec_proj) if dec_proj is not None else None
     if "decision" in expand:
-        d["decision"] = decision_brief(decision) if decision is not None else None
+        d["decision"] = decision_brief(decision, dec_proj) if decision is not None else None
         # chosen_item_termsheet_id یک id از جدول item_termsheets است؛ برای مقایسه با
         # termsheet_ids در جلوی برنامه، id ترم‌شیت واقعی هم ارسال می‌شود.
         if decision is not None and decision.chosen_item_termsheet_id is not None:

backend/app/services/inventory_service.py

@@ -290,6 +290,7 @@ async def apply_transaction(
             transaction_type=t,
             quantity=quantity,
             performed_by=performed_by,
+            delivered_to=payload.delivered_to,
             transaction_date=payload.transaction_date,
             note=payload.note,
         )
@@ -319,6 +320,7 @@ async def apply_transaction(
             transaction_type=t,
             quantity=-quantity,
             performed_by=performed_by,
+            delivered_to=payload.delivered_to,
             transaction_date=payload.transaction_date,
             note=payload.note,
         )

backend/app/services/material_service.py

@@ -12,7 +12,6 @@ from app.models.catalog import (
     BrandMaterial,
     Material,
     MaterialAttributeValue,
-    MaterialCategory,
     Unit,
 )
 from app.schemas.catalog import MaterialAttributeIn, MaterialCreate, MaterialUpdate
@@ -110,9 +109,7 @@ async def validate_attributes(
 async def create_material(db: AsyncSession, payload: MaterialCreate) -> Material:
     """Create a material + brand_materials rows + EAV values in ONE transaction.
 
-    v2.5/2.6: category_id is OPTIONAL — a global material may be created
+    v2.6/v2.7: materials are global and category-free. name is GLOBALLY unique.
-    without a category (it gets derived automatically from the first linked
-    supplier). name is GLOBALLY unique.
     """
     async with db.begin():
         duplicate = await db.scalar(
@@ -121,14 +118,10 @@ async def create_material(db: AsyncSession, payload: MaterialCreate) -> Material
         if duplicate is not None:
             raise ConflictError("متریالی با این نام در کل کاتالوگ قبلاً ثبت شده است", field="name")
 
-        if payload.category_id is not None:
-            if await db.get(MaterialCategory, payload.category_id) is None:
-                raise NotFoundError("دسته‌بندی یافت نشد", field="category_id")
         if not await db.get(Unit, payload.canonical_unit_id):
             raise NotFoundError("واحد مرجع یافت نشد", field="canonical_unit_id")
 
         material = Material(
-            category_id=payload.category_id,
             name=payload.name,
             topic=payload.topic,
             canonical_unit_id=payload.canonical_unit_id,

backend/app/services/project_transfer_service.py

@@ -0,0 +1,471 @@
+import uuid
+from datetime import datetime, timezone
+from decimal import Decimal
+
+from sqlalchemy import delete, select
+from sqlalchemy.ext.asyncio import AsyncSession
+from sqlalchemy.orm import selectinload
+
+from app.models.catalog import Brand, Material, Unit
+from app.models.inventory import InventoryItem, InventoryTransaction, Warehouse
+from app.models.procurement import Project
+from app.models.project_transfer import ProjectTransfer
+from app.schemas.project_transfers import (
+    ProjectTransferCreate,
+    ProjectTransferReceive,
+    ProjectTransferUpdate,
+)
+from app.services.inventory_service import (
+    _find_inventory,
+    _get_or_create_inventory,
+    canonical_specs_hash,
+)
+from app.utils.errors import ConflictError, ForbiddenError, NotFoundError, ValidationError
+
+
+async def get_project_transfer_or_404(db: AsyncSession, transfer_id: uuid.UUID) -> ProjectTransfer:
+    stmt = (
+        select(ProjectTransfer)
+        .where(ProjectTransfer.id == transfer_id)
+        .options(
+            selectinload(ProjectTransfer.from_project),
+            selectinload(ProjectTransfer.to_project),
+            selectinload(ProjectTransfer.from_warehouse),
+            selectinload(ProjectTransfer.to_warehouse),
+            selectinload(ProjectTransfer.material),
+            selectinload(ProjectTransfer.brand),
+            selectinload(ProjectTransfer.unit),
+        )
+    )
+    transfer = await db.scalar(stmt)
+    if transfer is None:
+        raise NotFoundError("رکورد انتقال بین کارگاهی یافت نشد", field="transfer_id")
+    return transfer
+
+
+async def create_project_transfer(
+    db: AsyncSession,
+    payload: ProjectTransferCreate,
+    caller_project_id: uuid.UUID | None,
+    caller_role: str,
+    transferred_by: str | None = None,
+) -> ProjectTransfer:
+    tx = db.begin_nested() if db.in_transaction() else db.begin()
+    async with tx:
+        # Validate source warehouse
+        from_wh = await db.get(Warehouse, payload.from_warehouse_id)
+        if from_wh is None:
+            raise NotFoundError("انبار مبدأ یافت نشد", field="from_warehouse_id")
+
+        # RBAC: PM can only send from their own project
+        if caller_role == "pm" and caller_project_id is not None:
+            if from_wh.project_id != caller_project_id:
+                raise ForbiddenError("شما فقط مجاز به انتقال از انبار پروژه خود هستید")
+
+        from_proj = await db.get(Project, from_wh.project_id)
+        to_proj = await db.get(Project, payload.to_project_id)
+        if to_proj is None:
+            raise NotFoundError("پروژه مقصد یافت نشد", field="to_project_id")
+
+        if from_wh.project_id == payload.to_project_id:
+            raise ValidationError(
+                "پروژه مقصد نمی‌تواند همان پروژه مبدأ باشد (از انتقال بین‌انباری استفاده کنید)",
+                field="to_project_id",
+            )
+
+        # Validate material, brand, unit
+        mat = await db.get(Material, payload.material_id)
+        if mat is None:
+            raise NotFoundError("ماده اولیه یافت نشد", field="material_id")
+
+        if payload.brand_id is not None:
+            brand = await db.get(Brand, payload.brand_id)
+            if brand is None:
+                raise NotFoundError("برند یافت نشد", field="brand_id")
+
+        unit = await db.get(Unit, payload.unit_id)
+        if unit is None:
+            raise NotFoundError("واحد یافت نشد", field="unit_id")
+
+        # Requirement 2: Canonical specs hash from inventory_service
+        specs = payload.specs or {}
+        specs_hash = canonical_specs_hash(specs)
+
+        # Check stock in source warehouse with SELECT ... FOR UPDATE
+        source_item = await _find_inventory(
+            db,
+            payload.from_warehouse_id,
+            payload.material_id,
+            payload.brand_id,
+            specs_hash,
+            for_update=True,
+        )
+
+        # Smart fallback: If exact hash or brand didn't match, check candidate rows in this warehouse for this material
+        if source_item is None:
+            candidates_res = await db.execute(
+                select(InventoryItem)
+                .where(
+                    InventoryItem.warehouse_id == payload.from_warehouse_id,
+                    InventoryItem.material_id == payload.material_id,
+                )
+                .with_for_update()
+            )
+            candidates = candidates_res.scalars().all()
+
+            if len(candidates) == 1:
+                source_item = candidates[0]
+            elif len(candidates) > 1:
+                best_cand = None
+                best_score = -1
+                p_keys = set(specs.keys())
+                p_vals = set(str(v).strip() for v in specs.values() if str(v).strip())
+
+                for cand in candidates:
+                    score = 0
+                    if cand.brand_id == payload.brand_id:
+                        score += 10
+                    elif cand.brand_id is None and payload.brand_id is None:
+                        score += 10
+                    elif cand.brand_id is None:
+                        score += 4
+
+                    c_specs = cand.specs or {}
+                    c_keys = set(c_specs.keys())
+                    c_vals = set(str(v).strip() for v in c_specs.values() if str(v).strip())
+
+                    for pk in p_keys:
+                        if pk in c_keys or f"spec_{pk}" in c_keys or any(pk in ck for ck in c_keys):
+                            score += 5
+                    for pv in p_vals:
+                        if pv in c_vals or any(pv in str(cv) for cv in c_vals):
+                            score += 5
+
+                    if cand.quantity >= payload.quantity:
+                        score += 2
+
+                    if score > best_score:
+                        best_score = score
+                        best_cand = cand
+
+                source_item = best_cand
+
+        if source_item is None or source_item.quantity < payload.quantity:
+            avail = source_item.quantity if source_item else Decimal("0")
+            raise ValidationError(
+                f"موجودی کافی در انبار مبدأ وجود ندارد (موجودی فعلی: {avail})",
+                field="quantity",
+            )
+
+        # Deduct from source warehouse immediately
+        source_item.quantity -= payload.quantity
+
+        transfer_pair_id = uuid.uuid4()
+        now_dt = payload.transfer_date or datetime.now(timezone.utc)
+        note_text = f"انتقال بین کارگاهی به پروژه {to_proj.name}"
+        if payload.note:
+            note_text += f" — {payload.note}"
+
+        out_tx = InventoryTransaction(
+            inventory_id=source_item.id,
+            warehouse_id=from_wh.id,
+            transaction_type="TRANSFER_OUT",
+            quantity=-payload.quantity,
+            transfer_pair_id=transfer_pair_id,
+            performed_by=transferred_by,
+            transaction_date=now_dt,
+            note=note_text,
+        )
+        db.add(out_tx)
+        await db.flush()
+
+        actual_brand_id = source_item.brand_id
+        actual_specs = source_item.specs if source_item.specs is not None else specs
+        actual_specs_hash = source_item.specs_hash or canonical_specs_hash(actual_specs)
+
+        transfer = ProjectTransfer(
+            from_project_id=from_wh.project_id,
+            from_warehouse_id=from_wh.id,
+            to_project_id=payload.to_project_id,
+            material_id=payload.material_id,
+            brand_id=actual_brand_id,
+            unit_id=source_item.unit_id if source_item.unit_id else payload.unit_id,
+            quantity=payload.quantity,
+            specs=actual_specs,
+            specs_hash=actual_specs_hash,
+            note=payload.note,
+            status="in_transit",
+            out_transaction_id=out_tx.id,
+            transfer_date=now_dt,
+            transferred_by=transferred_by,
+        )
+        db.add(transfer)
+        await db.flush()
+
+    return await get_project_transfer_or_404(db, transfer.id)
+
+
+async def update_project_transfer(
+    db: AsyncSession,
+    transfer_id: uuid.UUID,
+    payload: ProjectTransferUpdate,
+    caller_project_id: uuid.UUID | None,
+    caller_role: str,
+) -> ProjectTransfer:
+    tx = db.begin_nested() if db.in_transaction() else db.begin()
+    async with tx:
+        transfer = await db.scalar(
+            select(ProjectTransfer).where(ProjectTransfer.id == transfer_id).with_for_update()
+        )
+        if transfer is None:
+            raise NotFoundError("رکورد انتقال یافت نشد", field="transfer_id")
+
+        # RBAC (Requirement 4)
+        if caller_role == "pm" and caller_project_id is not None:
+            if transfer.from_project_id != caller_project_id:
+                raise ForbiddenError("شما فقط مجاز به ویرایش انتقال‌های پروژه مبدأ خود هستید")
+
+        # Status Lock Guard (Requirement 4)
+        if transfer.status == "received":
+            raise ConflictError(
+                "این انتقال در پروژه مقصد تحویل و ثبت انبار شده است و امکان ویرایش آن وجود ندارد"
+            )
+        if transfer.status != "in_transit":
+            raise ConflictError("فقط انتقال‌های در راه (in_transit) قابل ویرایش هستند")
+
+        if payload.to_project_id is not None and payload.to_project_id != transfer.to_project_id:
+            new_to_proj = await db.get(Project, payload.to_project_id)
+            if new_to_proj is None:
+                raise NotFoundError("پروژه مقصد یافت نشد", field="to_project_id")
+            if payload.to_project_id == transfer.from_project_id:
+                raise ValidationError("پروژه مقصد نمی‌تواند همان پروژه مبدأ باشد", field="to_project_id")
+            transfer.to_project_id = payload.to_project_id
+
+        # Quantity adjustment (reconciles source stock difference)
+        if payload.quantity is not None and payload.quantity != transfer.quantity:
+            delta = payload.quantity - transfer.quantity
+            source_item = await _find_inventory(
+                db,
+                transfer.from_warehouse_id,
+                transfer.material_id,
+                transfer.brand_id,
+                transfer.specs_hash,
+                for_update=True,
+            )
+            if delta > 0:
+                if source_item is None or source_item.quantity < delta:
+                    avail = source_item.quantity if source_item else Decimal("0")
+                    raise ValidationError(
+                        f"موجودی انبار مبدأ برای افزایش انتقال کافی نیست (موجود: {avail})",
+                        field="quantity",
+                    )
+                source_item.quantity -= delta
+            else:
+                if source_item is not None:
+                    source_item.quantity += abs(delta)
+
+            transfer.quantity = payload.quantity
+
+            # Update out_transaction
+            if transfer.out_transaction_id is not None:
+                out_tx = await db.get(InventoryTransaction, transfer.out_transaction_id)
+                if out_tx is not None:
+                    out_tx.quantity = -payload.quantity
+
+        if payload.note is not None:
+            transfer.note = payload.note
+
+        if payload.transfer_date is not None:
+            transfer.transfer_date = payload.transfer_date
+            if transfer.out_transaction_id is not None:
+                out_tx = await db.get(InventoryTransaction, transfer.out_transaction_id)
+                if out_tx is not None:
+                    out_tx.transaction_date = payload.transfer_date
+
+    return await get_project_transfer_or_404(db, transfer_id)
+
+
+async def delete_project_transfer(
+    db: AsyncSession,
+    transfer_id: uuid.UUID,
+    caller_project_id: uuid.UUID | None,
+    caller_role: str,
+) -> dict:
+    tx = db.begin_nested() if db.in_transaction() else db.begin()
+    async with tx:
+        transfer = await db.scalar(
+            select(ProjectTransfer).where(ProjectTransfer.id == transfer_id).with_for_update()
+        )
+        if transfer is None:
+            raise NotFoundError("رکورد انتقال یافت نشد", field="transfer_id")
+
+        # RBAC (Requirement 4)
+        if caller_role == "pm" and caller_project_id is not None:
+            if transfer.from_project_id != caller_project_id:
+                raise ForbiddenError("شما فقط مجاز به لغو انتقال‌های پروژه مبدأ خود هستید")
+
+        # Status Lock Guard (Requirement 4)
+        if transfer.status == "received":
+            raise ConflictError(
+                "این انتقال در پروژه مقصد تحویل و ثبت انبار شده است و امکان لغو یا حذف آن وجود ندارد"
+            )
+
+        # Reversibility (Requirement 4): Restore stock to source warehouse
+        source_item = await _find_inventory(
+            db,
+            transfer.from_warehouse_id,
+            transfer.material_id,
+            transfer.brand_id,
+            transfer.specs_hash,
+            for_update=True,
+        )
+        if source_item is not None:
+            source_item.quantity += transfer.quantity
+
+        # Delete out_transaction
+        if transfer.out_transaction_id is not None:
+            out_tx = await db.get(InventoryTransaction, transfer.out_transaction_id)
+            if out_tx is not None:
+                await db.delete(out_tx)
+
+        await db.delete(transfer)
+
+    return {"ok": True, "message": "انتقال با موفقیت لغو شد و موجودی به انبار مبدأ بازگردانده شد"}
+
+
+async def receive_project_transfer(
+    db: AsyncSession,
+    transfer_id: uuid.UUID,
+    payload: ProjectTransferReceive,
+    caller_project_id: uuid.UUID | None,
+    caller_role: str,
+    received_by: str | None = None,
+) -> ProjectTransfer:
+    tx = db.begin_nested() if db.in_transaction() else db.begin()
+    async with tx:
+        transfer = await db.scalar(
+            select(ProjectTransfer).where(ProjectTransfer.id == transfer_id).with_for_update()
+        )
+        if transfer is None:
+            raise NotFoundError("رکورد انتقال یافت نشد", field="transfer_id")
+
+        # RBAC (Requirement 4)
+        if caller_role == "pm" and caller_project_id is not None:
+            if transfer.to_project_id != caller_project_id:
+                raise ForbiddenError("شما فقط مجاز به تأیید تحویل در پروژه مقصد خود هستید")
+
+        # Lock Guard
+        if transfer.status == "received":
+            raise ConflictError("این انتقال قبلاً تحویل گرفته و ثبت انبار شده است")
+        if transfer.status != "in_transit":
+            raise ConflictError("این انتقال در وضعیت در راه نیست")
+
+        # Requirement 1: 100% full delivery logic (no partial receipt)
+        alloc_sum = sum(Decimal(str(a.quantity)) for a in payload.allocations)
+        if alloc_sum != transfer.quantity:
+            raise ValidationError(
+                f"تخصیص انبارها باید دقیقاً برابر کل مقدار ارسالی ({transfer.quantity}) باشد. مجموع واردشده: {alloc_sum}",
+                field="allocations",
+            )
+
+        # Validate destination warehouses belong to destination project
+        wh_ids = [a.warehouse_id for a in payload.allocations]
+        wh_rows = (await db.execute(select(Warehouse).where(Warehouse.id.in_(wh_ids)))).scalars().all()
+        wh_map = {w.id: w for w in wh_rows}
+
+        for a in payload.allocations:
+            wh = wh_map.get(a.warehouse_id)
+            if wh is None or wh.project_id != transfer.to_project_id:
+                raise ValidationError(
+                    "انبار انتخاب‌شده معتبر نیست یا متعلق به پروژه مقصد نمی‌باشد",
+                    field="allocations.warehouse_id",
+                )
+
+        from_proj = await db.get(Project, transfer.from_project_id)
+        from_proj_name = from_proj.name if from_proj else "پروژه مبدأ"
+
+        out_tx = (
+            await db.get(InventoryTransaction, transfer.out_transaction_id)
+            if transfer.out_transaction_id
+            else None
+        )
+        pair_id = out_tx.transfer_pair_id if (out_tx and out_tx.transfer_pair_id) else uuid.uuid4()
+        now_dt = payload.received_at or datetime.now(timezone.utc)
+
+        # Add stock to destination warehouse(s) via TRANSFER_IN
+        for a in payload.allocations:
+            dest_item = await _get_or_create_inventory(
+                db,
+                a.warehouse_id,
+                transfer.material_id,
+                transfer.brand_id,
+                transfer.unit_id,
+                transfer.specs,
+                transfer.specs_hash,
+            )
+            dest_item.quantity += a.quantity
+
+            note_text = f"رسید انتقال بین کارگاهی از {from_proj_name}"
+            if payload.note:
+                note_text += f" — {payload.note}"
+
+            in_tx = InventoryTransaction(
+                inventory_id=dest_item.id,
+                warehouse_id=a.warehouse_id,
+                transaction_type="TRANSFER_IN",
+                quantity=a.quantity,
+                transfer_pair_id=pair_id,
+                performed_by=received_by,
+                transaction_date=now_dt,
+                note=note_text,
+            )
+            db.add(in_tx)
+
+        transfer.status = "received"
+        transfer.received_at = now_dt
+        transfer.received_by = received_by
+        transfer.to_warehouse_id = payload.allocations[0].warehouse_id
+        transfer.receipt_allocations = [
+            {"warehouse_id": str(a.warehouse_id), "quantity": str(a.quantity)}
+            for a in payload.allocations
+        ]
+
+    return await get_project_transfer_or_404(db, transfer_id)
+
+
+async def list_project_transfers(
+    db: AsyncSession,
+    project_id: uuid.UUID | None = None,
+    direction: str = "all",  # 'outgoing' | 'incoming' | 'all'
+    status: str | None = None,
+) -> list[ProjectTransfer]:
+    stmt = (
+        select(ProjectTransfer)
+        .options(
+            selectinload(ProjectTransfer.from_project),
+            selectinload(ProjectTransfer.to_project),
+            selectinload(ProjectTransfer.from_warehouse),
+            selectinload(ProjectTransfer.to_warehouse),
+            selectinload(ProjectTransfer.material),
+            selectinload(ProjectTransfer.brand),
+            selectinload(ProjectTransfer.unit),
+        )
+    )
+
+    if project_id is not None:
+        if direction == "outgoing":
+            stmt = stmt.where(ProjectTransfer.from_project_id == project_id)
+        elif direction == "incoming":
+            stmt = stmt.where(ProjectTransfer.to_project_id == project_id)
+        else:
+            stmt = stmt.where(
+                (ProjectTransfer.from_project_id == project_id)
+                | (ProjectTransfer.to_project_id == project_id)
+            )
+
+    if status:
+        stmt = stmt.where(ProjectTransfer.status == status)
+
+    stmt = stmt.order_by(ProjectTransfer.transfer_date.desc())
+    res = await db.execute(stmt)
+    return list(res.scalars().all())

backend/app/services/quote_service.py

@@ -4,8 +4,10 @@ Every mutation here runs in ONE ``async with db.begin()`` block; any failure
 rolls the whole operation back. All state changes log a quote_event in the
 same transaction.
 """
+import asyncio
 import logging
 from datetime import date, datetime, timezone
+from decimal import Decimal
 from uuid import UUID
 
 from sqlalchemy import delete, func, select, update
@@ -17,6 +19,7 @@ from app.models.procurement import (
     ItemTermsheet,
     LineItem,
     LineItemProjects,
+    LineItemSpec,
     Project,
     Quote,
     QuoteEvent,
@@ -33,6 +36,7 @@ from app.schemas.procurement import (
     QuoteUpdate,
     RejectQuoteIn,
 )
+from app.services import analytics
 from app.services.material_service import ensure_brand_material_belong
 from app.utils.errors import ConflictError, NotFoundError, ValidationError
 
@@ -56,6 +60,19 @@ def utcnow() -> datetime:
 
 def _add_event(db: AsyncSession, quote_id: UUID, event_type: str, payload: dict | None = None, actor: str | None = None) -> None:
     db.add(QuoteEvent(quote_id=quote_id, event_type=event_type, payload=payload or {}, actor=actor))
+    # Product analytics (fire-and-forget, never blocks or raises): the whole
+    # quote lifecycle funnels through here, so one hook covers every
+    # status transition for the OpenPanel dashboards.
+    try:
+        asyncio.get_running_loop().create_task(
+            analytics.track(
+                f"quote_{event_type}",
+                {"quote_id": str(quote_id), "actor": actor, **(payload or {})},
+                profile_id=actor,
+            )
+        )
+    except RuntimeError:  # no running loop (defensive — callers are async)
+        pass
 
 
 async def get_quote_or_404(db: AsyncSession, quote_id: UUID) -> Quote:
@@ -279,13 +296,89 @@ async def update_quote(db: AsyncSession, quote_id: UUID, payload: QuoteUpdate, a
     return quote
 
 
+async def quote_has_receipts(db: AsyncSession, quote_id: UUID) -> bool:
+    """Returns True if any warehouse receipt has been posted for the quote's items."""
+    count = await db.scalar(
+        select(func.count(ItemReceipt.id))
+        .join(ItemDecision, ItemReceipt.item_decision_id == ItemDecision.id)
+        .join(LineItem, ItemDecision.line_item_id == LineItem.id)
+        .where(LineItem.quote_id == quote_id, ItemReceipt.received_qty > 0)
+    )
+    return (count or 0) > 0
+
+
+async def cleanup_orphan_materials(db: AsyncSession, material_ids) -> list[UUID]:
+    """Check candidate material_ids and purge any that have zero references.
+
+    A material is considered an orphan if:
+    1. It is not referenced by ANY line_items across all quotes.
+    2. It is not referenced by ANY inventory stock items in warehouses.
+
+    If count == 0:
+    - Auxiliary records in supplier_materials, brand_materials, material_units,
+      and material_attribute_values are cleaned up.
+    - The material row is deleted from the central materials table.
+
+    Returns the list of purged material UUIDs.
+    """
+    purged: list[UUID] = []
+    unique_ids = {m for m in material_ids if m is not None}
+    if not unique_ids:
+        return purged
+
+    from app.models.catalog import (
+        BrandMaterial,
+        Material,
+        MaterialAttributeValue,
+        MaterialUnit,
+    )
+    from app.models.inventory import InventoryItem
+    from app.models.procurement import LineItem, SupplierMaterial
+
+    for mat_id in unique_ids:
+        # Check active usage in line_items across the whole system
+        line_item_count = await db.scalar(
+            select(func.count(LineItem.id)).where(LineItem.material_id == mat_id)
+        )
+        if (line_item_count or 0) > 0:
+            continue
+
+        # Check active usage in warehouse inventory
+        inv_count = await db.scalar(
+            select(func.count(InventoryItem.id)).where(InventoryItem.material_id == mat_id)
+        )
+        if (inv_count or 0) > 0:
+            continue
+
+        # Material is not used in ANY line item and not in ANY warehouse inventory: pure orphan!
+        await db.execute(
+            delete(SupplierMaterial).where(SupplierMaterial.material_id == mat_id)
+        )
+        await db.execute(
+            delete(BrandMaterial).where(BrandMaterial.material_id == mat_id)
+        )
+        await db.execute(
+            delete(MaterialUnit).where(MaterialUnit.material_id == mat_id)
+        )
+        await db.execute(
+            delete(MaterialAttributeValue).where(MaterialAttributeValue.material_id == mat_id)
+        )
+        await db.execute(
+            delete(Material).where(Material.id == mat_id)
+        )
+        purged.append(mat_id)
+        logger.info("Purged orphan material %s from central catalog", mat_id)
+
+    return purged
+
+
 async def replace_quote_children(
     db: AsyncSession, quote_id: UUID, payload: QuoteChildrenReplaceIn, actor: str | None = None
 ) -> Quote:
     """Full replacement of a quote's line items + termsheets (edit modal).
 
-    Only allowed while the quote is still offered — acceptance data
+    Only allowed while the quote is still offered and has no warehouse receipts.
-    (decisions/receipts) would otherwise be destroyed.
+    Automatically purges any materials detached during this replacement if they become orphans.
     """
     async with db.begin():
         quote = await get_quote_or_404(db, quote_id)
@@ -294,6 +387,16 @@ async def replace_quote_children(
                 "برای تغییر اقلام یا شرایط پرداخت، ابتدا وضعیت را به «پیشنهاد شده» برگردانید",
                 field="status",
             )
+        if await quote_has_receipts(db, quote.id):
+            raise ConflictError(
+                "این پیشنهاد به‌دلیل ثبت رسید در انبار، غیرقابل ویرایش یا بازگشت است.",
+                field="status",
+            )
+
+        # 1. Pre-update snapshot: record previous material_ids assigned to this quote's items
+        old_items = (await db.execute(select(LineItem).where(LineItem.quote_id == quote.id))).scalars().all()
+        old_material_ids = {li.material_id for li in old_items if li.material_id is not None}
+
         # children cascade via DDL: item_termsheets, item_decisions, item_receipts, schedule_steps
         await db.execute(
             delete(LineItem).where(LineItem.quote_id == quote.id).execution_options(synchronize_session=False)
@@ -302,16 +405,105 @@ async def replace_quote_children(
             delete(Termsheet).where(Termsheet.quote_id == quote.id).execution_options(synchronize_session=False)
         )
         await _insert_children(db, quote.id, quote.supplier_id, payload.line_items, payload.termsheets, payload.item_termsheets)
+        await db.flush()
+
+        # 2. Identify detached materials: previous materials no longer present in the updated line items
+        new_material_ids = {li.material_id for li in payload.line_items if li.material_id is not None}
+        detached_material_ids = old_material_ids - new_material_ids
+
+        # 3. Clean up any detached materials that are now orphans (0 usage)
+        if detached_material_ids:
+            await cleanup_orphan_materials(db, detached_material_ids)
+
         _add_event(db, quote.id, "edited", {"changed_fields": ["line_items", "termsheets"]}, actor)
     return quote
 
 
+
+async def _ensure_quote_project(db: AsyncSession, quote_id: UUID, project_id: UUID) -> None:
+    """Ensure (quote_id, project_id) exists in quote_projects junction."""
+    exists = await db.scalar(
+        select(QuoteProjects).where(
+            QuoteProjects.quote_id == quote_id,
+            QuoteProjects.project_id == project_id,
+        )
+    )
+    if not exists:
+        db.add(QuoteProjects(quote_id=quote_id, project_id=project_id))
+
+
+async def _merge_split_line_items_on_reopen(db: AsyncSession, quote_id: UUID) -> None:
+    """Consolidate split line items when reverting a quote back to offered.
+
+    Line items sharing the exact same material, brand_material, unit, notes,
+    and identical specs are merged into a single consolidated row whose quantity
+    is the sum of all split rows. Secondary split rows are safely deleted.
+    """
+    line_items = (
+        await db.execute(
+            select(LineItem).where(LineItem.quote_id == quote_id).order_by(LineItem.created_at.asc(), LineItem.id.asc())
+        )
+    ).scalars().all()
+    if len(line_items) <= 1:
+        return
+
+    # Load all specs for these line items to compare canonical signatures
+    specs_rows = (
+        await db.execute(
+            select(LineItemSpec).where(LineItemSpec.line_item_id.in_([li.id for li in line_items]))
+        )
+    ).scalars().all()
+    specs_by_li: dict[UUID, list[tuple]] = {}
+    for sp in specs_rows:
+        sig = (
+            str(sp.attribute_definition_id),
+            str(sp.value_number) if sp.value_number is not None else "",
+            (sp.value_string or "").strip(),
+            str(sp.value_boolean) if sp.value_boolean is not None else "",
+            str(sp.value_date) if sp.value_date is not None else "",
+        )
+        specs_by_li.setdefault(sp.line_item_id, []).append(sig)
+
+    # Group line items by identity
+    groups: dict[tuple, list[LineItem]] = {}
+    for li in line_items:
+        specs_sig = tuple(sorted(specs_by_li.get(li.id, [])))
+        key = (
+            li.material_id,
+            li.brand_material_id,
+            li.unit_id,
+            (li.notes or "").strip(),
+            specs_sig,
+        )
+        groups.setdefault(key, []).append(li)
+
+    for key, items in groups.items():
+        if len(items) > 1:
+            primary = items[0]
+            total_qty = sum(Decimal(str(it.quantity)) for it in items)
+            primary.quantity = total_qty
+
+            secondary_ids = [it.id for it in items[1:]]
+            await db.execute(delete(ItemDecision).where(ItemDecision.line_item_id.in_(secondary_ids)))
+            await db.execute(delete(ItemTermsheet).where(ItemTermsheet.line_item_id.in_(secondary_ids)))
+            await db.execute(delete(LineItemProjects).where(LineItemProjects.line_item_id.in_(secondary_ids)))
+            await db.execute(delete(LineItemSpec).where(LineItemSpec.line_item_id.in_(secondary_ids)))
+            await db.execute(delete(LineItem).where(LineItem.id.in_(secondary_ids)))
+            await db.flush()
+
+
 async def _apply_status_transition(db: AsyncSession, quote: Quote, new_status: str) -> None:
     """Backward transitions only; reverts bookkeeping when going back to offered."""
     current = quote.status
     if new_status not in BACKWARD_TRANSITIONS.get(current, set()):
         raise ConflictError("انتقال وضعیت مجاز نیست — فقط انتقال‌های عقب‌گرد پذیرفته می‌شود", field="status")
 
+    if await quote_has_receipts(db, quote.id):
+        raise ConflictError(
+            "این پیشنهاد به‌دلیل ثبت رسید در انبار، غیرقابل ویرایش یا بازگشت است.",
+            field="status",
+        )
+
     if new_status == "offered":
         # Reopen: clear lifecycle dates, demote accepted termsheets, reset decisions.
         quote.accepted_date = None
@@ -325,17 +517,20 @@ async def _apply_status_transition(db: AsyncSession, quote: Quote, new_status: s
         li_ids = select(LineItem.id).where(LineItem.quote_id == quote.id)
         await db.execute(
             update(ItemDecision)
-            .where(ItemDecision.line_item_id.in_(li_ids), ItemDecision.status != "pending")
+            .where(ItemDecision.line_item_id.in_(li_ids))
             .values(
                 status="pending",
                 decided_at=None,
                 chosen_item_termsheet_id=None,
                 adjusted_unit_price=None,
                 adjusted_notes=None,
+                project_id=None,
             )
             .execution_options(synchronize_session=False)
         )
-        # item_receipts are deliberately NOT deleted (contract P0-17).
+        # Requirement 2: Merge split line items back into single rows
+        await _merge_split_line_items_on_reopen(db, quote.id)
+        # LineItemProjects (candidate projects) are preserved untouched!
     elif new_status == "accepted":  # arrived -> accepted
         quote.arrived_date = None
 
@@ -438,6 +633,125 @@ async def accept_quote(db: AsyncSession, quote_id: UUID, payload: AcceptQuoteIn,
                         "برای قلم انتخاب‌شده adjusted_unit_price الزامی است", field="item_decisions"
                     )
                 termsheet_id = ts_ids_by_index[index]
+
+                li_row = await db.scalar(
+                    select(LineItem).where(LineItem.id == decision_in.line_item_id).with_for_update()
+                )
+                if li_row is None:
+                    raise NotFoundError("خط آیتم یافت نشد", field="item_decisions.line_item_id")
+
+                allocations = decision_in.allocations or []
+                if allocations:
+                    # Requirement 3: Validate no duplicate projects within allocations of this item
+                    alloc_pids = [a.project_id for a in allocations]
+                    if len(alloc_pids) != len(set(alloc_pids)):
+                        raise ValidationError(
+                            "پروژه تکراری برای یک قلم کالا در ردیف‌های تخصیص انتخاب شده است",
+                            field="item_decisions.allocations",
+                        )
+                    # Requirement 5: Decimal precision check for sum of allocation quantities
+                    alloc_sum = sum(Decimal(str(a.quantity)) for a in allocations)
+                    target_qty = Decimal(str(li_row.quantity))
+                    if alloc_sum != target_qty:
+                        raise ValidationError(
+                            f"مجموع مقادیر تخصیص‌یافته ({alloc_sum}) با مقدار کل قلم ({target_qty}) برابر نیست",
+                            field="item_decisions.allocations",
+                        )
+                    # Validate all projects exist
+                    for a in allocations:
+                        if await db.get(Project, a.project_id) is None:
+                            raise NotFoundError("پروژه یافت نشد", field="item_decisions.allocations.project_id")
+
+                    if len(allocations) >= 2:
+                        # 1. Update the original line item to the first allocation quantity
+                        first_alloc = allocations[0]
+                        li_row.quantity = first_alloc.quantity
+                        decision_in.project_id = first_alloc.project_id
+
+                        # Query all existing item_termsheets and line_item_specs for copying
+                        orig_termsheets = (
+                            await db.execute(
+                                select(ItemTermsheet).where(ItemTermsheet.line_item_id == li_row.id)
+                            )
+                        ).scalars().all()
+                        orig_specs = (
+                            await db.execute(
+                                select(LineItemSpec).where(LineItemSpec.line_item_id == li_row.id)
+                            )
+                        ).scalars().all()
+
+                        # 2. For each subsequent allocation, create a new LineItem and copy specs + ALL termsheets
+                        for split_alloc in allocations[1:]:
+                            new_li = LineItem(
+                                quote_id=quote.id,
+                                material_id=li_row.material_id,
+                                brand_material_id=li_row.brand_material_id,
+                                unit_id=li_row.unit_id,
+                                quantity=split_alloc.quantity,
+                                notes=li_row.notes,
+                            )
+                            db.add(new_li)
+                            await db.flush()
+
+                            # Copy LineItemSpec
+                            for sp in orig_specs:
+                                db.add(
+                                    LineItemSpec(
+                                        line_item_id=new_li.id,
+                                        attribute_definition_id=sp.attribute_definition_id,
+                                        value_number=sp.value_number,
+                                        value_string=sp.value_string,
+                                        value_boolean=sp.value_boolean,
+                                        value_date=sp.value_date,
+                                        unit_id_at_time=sp.unit_id_at_time,
+                                    )
+                                )
+
+                            # Requirement 1: Copy ALL payment options (ItemTermsheet)
+                            chosen_new_it: ItemTermsheet | None = None
+                            for it_orig in orig_termsheets:
+                                price = (
+                                    decision_in.adjusted_unit_price
+                                    if (it_orig.termsheet_id == termsheet_id and decision_in.adjusted_unit_price is not None)
+                                    else it_orig.unit_price
+                                )
+                                copied_it = ItemTermsheet(
+                                    line_item_id=new_li.id,
+                                    termsheet_id=it_orig.termsheet_id,
+                                    unit_price=price,
+                                    min_order_qty=it_orig.min_order_qty,
+                                )
+                                db.add(copied_it)
+                                if it_orig.termsheet_id == termsheet_id:
+                                    chosen_new_it = copied_it
+
+                            if chosen_new_it is None:
+                                chosen_new_it = ItemTermsheet(
+                                    line_item_id=new_li.id,
+                                    termsheet_id=termsheet_id,
+                                    unit_price=decision_in.adjusted_unit_price,
+                                )
+                                db.add(chosen_new_it)
+                            await db.flush()
+
+                            # Create ItemDecision for the split line item
+                            new_decision = ItemDecision(
+                                line_item_id=new_li.id,
+                                status="chosen",
+                                chosen_item_termsheet_id=chosen_new_it.id,
+                                adjusted_unit_price=decision_in.adjusted_unit_price,
+                                adjusted_notes=decision_in.adjusted_notes,
+                                project_id=split_alloc.project_id,
+                                decided_at=utcnow(),
+                            )
+                            db.add(new_decision)
+
+                            # Requirement 4: sync QuoteProjects & LineItemProjects
+                            await _ensure_quote_project(db, quote.id, split_alloc.project_id)
+                            db.add(LineItemProjects(line_item_id=new_li.id, project_id=split_alloc.project_id))
+                    elif len(allocations) == 1:
+                        decision_in.project_id = allocations[0].project_id
+
                 it = await db.scalar(
                     select(ItemTermsheet).where(
                         ItemTermsheet.line_item_id == decision_in.line_item_id,
@@ -491,6 +805,8 @@ async def accept_quote(db: AsyncSession, quote_id: UUID, payload: AcceptQuoteIn,
                 if decision.project_id is not None:
                     if await db.get(Project, decision.project_id) is None:
                         raise NotFoundError("پروژه یافت نشد", field="item_decisions.project_id")
+                    # Requirement 4: sync QuoteProjects
+                    await _ensure_quote_project(db, quote.id, decision.project_id)
                 chosen_ts_ids.add(termsheet_id)
             else:  # rejected
                 if decision is None:
@@ -502,21 +818,7 @@ async def accept_quote(db: AsyncSession, quote_id: UUID, payload: AcceptQuoteIn,
                 decision.adjusted_notes = decision_in.adjusted_notes
                 decision.decided_at = utcnow()
 
-        # --- per-material project allocation (تخصیص پروژه به هر قلم) ---
+        # LineItemProjects records in PostgreSQL remain 100% untouched. Only item_decisions.project_id is written.
-        for entry in payload.item_projects:
-            if entry.line_item_id not in li_ids:
-                raise NotFoundError(
-                    "خط آیتم یافت نشد یا متعلق به این پیشنهاد نیست", field="item_projects"
-                )
-            await db.execute(
-                delete(LineItemProjects)
-                .where(LineItemProjects.line_item_id == entry.line_item_id)
-                .execution_options(synchronize_session=False)
-            )
-            for pid in entry.project_ids:
-                if await db.get(Project, pid) is None:
-                    raise NotFoundError("پروژه یافت نشد", field="item_projects.project_ids")
-                db.add(LineItemProjects(line_item_id=entry.line_item_id, project_id=pid))
 
         # termsheets referenced by at least one chosen item -> accepted
         if chosen_ts_ids:
@@ -692,7 +994,8 @@ async def expire_quote(db: AsyncSession, quote_id: UUID, actor: str | None = Non
 
 
 async def delete_quote(db: AsyncSession, quote_id: UUID) -> dict:
-    async with db.begin():
+    tx = db.begin_nested() if db.in_transaction() else db.begin()
+    async with tx:
         quote = await get_quote_or_404(db, quote_id)
         if quote.status in ("accepted", "arrived"):
             raise ConflictError("پیشنهادهای پذیرفته‌شده یا رسیده قابل حذف نیستند")
@@ -712,18 +1015,49 @@ async def delete_quote(db: AsyncSession, quote_id: UUID) -> dict:
         termsheets = (await db.execute(select(Termsheet).where(Termsheet.quote_id == quote.id))).scalars().all()
         events = (await db.execute(select(QuoteEvent).where(QuoteEvent.quote_id == quote.id))).scalars().all()
 
+        # collect candidate material_ids for orphan cleanup before deleting quote
+        candidate_material_ids = [li.material_id for li in line_items if li.material_id is not None]
+
+        # collect attachment keys before deleting quote row
+        from app.models.files import QuoteAttachment
+        from app.services import storage
+
+        attachments = (await db.execute(select(QuoteAttachment).where(QuoteAttachment.quote_id == quote.id))).scalars().all()
+        att_keys = [att.object_key for att in attachments]
+        quote_prefix = f"{quote.id}/"
+
         await db.delete(quote)
-        return {
+        await db.flush()
-            "id": str(quote.id),
+
-            "deleted": True,
+        # Purge any materials that no longer have any references in the system
-            "cascaded": {
+        purged_material_ids = await cleanup_orphan_materials(db, candidate_material_ids)
-                "line_items": len(line_items),
+
-                "termsheets": len(termsheets),
+    # Post-commit: clean up attachments in MinIO (best-effort; DB is already committed)
-                "events": len(events),
+    for key in att_keys:
-                "decisions": len(decisions),
+        try:
-                "receipts": len(receipts),
+            await storage.remove_object(key)
-            },
+        except Exception:
-        }
+            logger.warning("Failed to remove MinIO object %s for quote %s", key, quote_id)
+    try:
+        await storage.remove_prefix(quote_prefix)
+    except Exception:
+        logger.warning("Failed to remove MinIO prefix %s for quote %s", quote_prefix, quote_id)
+
+    return {
+        "id": str(quote_id),
+        "deleted": True,
+        "cascaded": {
+            "line_items": len(line_items),
+            "termsheets": len(termsheets),
+            "events": len(events),
+            "decisions": len(decisions),
+            "receipts": len(receipts),
+            "attachments": len(attachments),
+            "purged_orphan_materials": len(purged_material_ids),
+        },
+    }
+
+
 
 
 # ---------------------------------------------------------------------------
@@ -736,7 +1070,6 @@ async def quote_stats(
     project_id: UUID | None = None,
     quote_date_from=None,
     quote_date_to=None,
-    category_id: UUID | None = None,
 ) -> dict:
     conditions = []
     if supplier_id is not None:
@@ -747,8 +1080,6 @@ async def quote_stats(
         conditions.append(Quote.quote_date >= quote_date_from)
     if quote_date_to is not None:
         conditions.append(Quote.quote_date <= quote_date_to)
-    if category_id is not None:
-        conditions.append(_quote_has_category(category_id))
 
     rows = (
         await db.execute(
@@ -769,6 +1100,17 @@ async def quote_stats(
             *conditions,
         )
     )
+    # Procurement funnel (cumulative, not the current-state counts above):
+    # a quote counts as accepted/arrived if it EVER reached that stage.
+    funnel_row = (
+        await db.execute(
+            select(
+                func.count().label("offered_total"),
+                func.count().filter(Quote.accepted_date.is_not(None)).label("accepted_total"),
+                func.count().filter(Quote.arrived_date.is_not(None)).label("arrived_total"),
+            ).where(*conditions)
+        )
+    ).one()
     return {
         "total": sum(counts.values()),
         "offered": counts["offered"],
@@ -777,41 +1119,54 @@ async def quote_stats(
         "rejected": counts["rejected"],
         "expired": counts["expired"],
         "average_lead_time_days": int(round(float(avg))) if avg is not None else None,
+        "funnel": {
+            "offered_total": funnel_row.offered_total,
+            "accepted_total": funnel_row.accepted_total,
+            "arrived_total": funnel_row.arrived_total,
+        },
     }
 
 
-def _quote_has_category(category_id: UUID):
-    """EXISTS: quote has a line item whose material belongs to category_id."""
-    from app.models.catalog import Material
-
-    sub = (
-        select(1)
-        .where(
-            LineItem.quote_id == Quote.id,
-            Material.id == LineItem.material_id,
-            Material.category_id == category_id,
-        )
-    )
-    return func.exists(sub)
-
-
 async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
-    """Counts + total value per quote status for one project.
+    """Counts + total value per quote status for ONE project, isolated per project.
 
-    total_value: SUM(quantity × unit_price) over line items using the chosen
+    A quote lands in this project's «accepted»/«arrived» bucket ONLY if at
-    termsheet link first, else the first link. Rejected line items are
+    least one non-rejected line item's decision targets this project
-    excluded from value sums (contract P1-14).
+    (item_decisions.project_id). A quote merely linked to the project as a
+    candidate (quote-level link, line-item candidates, or accepted for a
+    DIFFERENT project) stays in «offered» — this project never accepted it.
+
+    total_value: SUM(quantity × unit_price) over the bucket's line items,
+    using the chosen termsheet link first, else the first link. Rejected
+    line items are excluded from value sums (contract P1-14).
     """
     project = await db.get(Project, project_id)
     if project is None:
         raise NotFoundError("پروژه یافت نشد")
+    # the route passes the raw path string — normalize for the Python-side
+    # UUID comparisons below (decision.project_id == project_id etc.)
+    project_id = UUID(str(project_id))
 
-    quotes = (await db.execute(select(Quote).where(Quote.project_id == project_id))).scalars().all()
+    # --- every quote RELEVANT to this project (any kind of link) ---
-    if not quotes:
+    quote_id_rows = await db.execute(
+        select(Quote.id)
+        .outerjoin(QuoteProjects, QuoteProjects.quote_id == Quote.id)
+        .outerjoin(LineItem, LineItem.quote_id == Quote.id)
+        .outerjoin(LineItemProjects, LineItemProjects.line_item_id == LineItem.id)
+        .outerjoin(ItemDecision, ItemDecision.line_item_id == LineItem.id)
+        .where(
+            (Quote.project_id == project_id)
+            | (QuoteProjects.project_id == project_id)
+            | (LineItemProjects.project_id == project_id)
+            | (ItemDecision.project_id == project_id)
+        )
+    )
+    quote_ids = [row[0] for row in quote_id_rows.all()]
+    if not quote_ids:
         empty = {status: {"count": 0, "total_value": 0} for status in QUOTE_STATUSES}
         return {"project_id": str(project_id), "total_quotes": 0, **empty}
 
-    quote_ids = [q.id for q in quotes]
+    quotes = (await db.execute(select(Quote).where(Quote.id.in_(quote_ids)))).scalars().all()
     line_items = (await db.execute(select(LineItem).where(LineItem.quote_id.in_(quote_ids)))).scalars().all()
     li_ids = [li.id for li in line_items]
 
@@ -819,6 +1174,18 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
         d.line_item_id: d
         for d in (await db.execute(select(ItemDecision).where(ItemDecision.line_item_id.in_(li_ids)))).scalars().all()
     } if li_ids else {}
+    # line items explicitly linked to this project as candidates
+    candidate_li_ids = set(
+        (
+            await db.execute(
+                select(LineItemProjects.line_item_id).where(
+                    LineItemProjects.line_item_id.in_(li_ids),
+                    LineItemProjects.project_id == project_id,
+                )
+            )
+        ).scalars().all()
+    ) if li_ids else set()
+
     item_termsheets = (
         (await db.execute(select(ItemTermsheet).where(ItemTermsheet.line_item_id.in_(li_ids)))).scalars().all()
     ) if li_ids else []
@@ -827,12 +1194,56 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
     for it in item_termsheets:
         its_by_line.setdefault(it.line_item_id, []).append(it)
 
+    def _items_of(quote: Quote) -> list[LineItem]:
+        return [li for li in line_items if li.quote_id == quote.id]
+
+    def _accepted_for_project(quote: Quote) -> bool:
+        """≥1 non-rejected line item whose decision targets THIS project."""
+        return any(
+            (decision := decisions.get(li.id)) is not None
+            and decision.status == "chosen"
+            and decision.project_id == project_id
+            for li in _items_of(quote)
+        )
+
+    def _has_any_target(quote: Quote) -> bool:
+        """Whether any decision of this quote carries a target project at all
+        (legacy quotes accepted before the decision-project era have none —
+        they keep the old global-status classification)."""
+        return any(
+            (decisions.get(li.id) is not None and decisions[li.id].project_id is not None)
+            for li in _items_of(quote)
+        )
+
     per_status = {status: {"count": 0, "total_value": 0.0} for status in QUOTE_STATUSES}
     for q in quotes:
-        per_status[q.status]["count"] += 1
+        if q.status in ("accepted", "arrived") and _has_any_target(q) and not _accepted_for_project(q):
+            per_status["offered"]["count"] += 1  # linked, but never accepted for THIS project
+        else:
+            per_status[q.status]["count"] += 1
 
     for li in line_items:
+        quote = next(q for q in quotes if q.id == li.quote_id)
         decision = decisions.get(li.id)
+
+        # --- which status bucket does this line item's value belong to? ---
+        accepted_here = (
+            decision is not None
+            and decision.status == "chosen"
+            and decision.project_id == project_id
+        )
+        if quote.status in ("accepted", "arrived") and _has_any_target(quote):
+            if accepted_here:
+                bucket = quote.status
+            elif li.id in candidate_li_ids:
+                # the quote is still just a proposal for this project — the
+                # item's candidate value stays in the offered bucket
+                bucket = "offered"
+            else:
+                continue  # this item targets another project entirely
+        else:
+            bucket = quote.status
+
         if decision is not None and decision.status == "rejected":
             continue  # rejected items excluded from value sums
         if decision is not None and decision.chosen_item_termsheet_id is not None:
@@ -842,8 +1253,7 @@ async def project_stats(db: AsyncSession, project_id: UUID) -> dict:
             price_it = links[0] if links else None
         if price_it is None:
             continue
-        quote = next(q for q in quotes if q.id == li.quote_id)
+        per_status[bucket]["total_value"] += float(price_it.unit_price * li.quantity)
-        per_status[quote.status]["total_value"] += float(price_it.unit_price * li.quantity)
 
     result = {"project_id": str(project_id), "total_quotes": len(quotes)}
     for status, values in per_status.items():

backend/app/services/storage.py

@@ -66,3 +66,22 @@ async def remove_object(key: str) -> None:
         await asyncio.to_thread(get_client().remove_object, settings.MINIO_BUCKET, key)
     except Exception:
         logger.warning("Could not remove MinIO object %r — ignoring", key)
+
+
+async def remove_prefix(prefix: str) -> None:
+    """Delete all objects matching a prefix in the bucket (best-effort)."""
+    client = get_client()
+
+    def _sync_remove_prefix():
+        try:
+            objects = client.list_objects(settings.MINIO_BUCKET, prefix=prefix, recursive=True)
+            for obj in objects:
+                try:
+                    client.remove_object(settings.MINIO_BUCKET, obj.object_name)
+                except Exception:
+                    logger.warning("Could not remove MinIO object %r under prefix %r", obj.object_name, prefix)
+        except Exception:
+            logger.warning("Could not list MinIO objects under prefix %r — ignoring", prefix)
+
+    await asyncio.to_thread(_sync_remove_prefix)
+

backend/app/services/supplier_material_service.py

@@ -1,10 +1,6 @@
-"""Supplier ↔ material link service (v2.5) — the direct edge of the new flow.
+"""Supplier ↔ material link service (v2.6/v2.7) — the direct edge of the catalog flow.
 
-Linking a material to a supplier derives materials.category_id from the
+Suppliers can supply any global material across categories.
-supplier's category when the material has none (first-link-wins). The same
-rule is enforced by the DB trigger trg_supplier_materials_derive_category;
-this service applies it in the application layer so the ORM state is
-consistent inside the same transaction.
 """
 from sqlalchemy import select
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -17,7 +13,7 @@ from app.utils.errors import NotFoundError, ValidationError
 async def link_supplier_material(
     db: AsyncSession, supplier_id, material_id, is_active: bool = True
 ) -> SupplierMaterial:
-    """Upsert a supplier<->material link (idempotent) + derive category (first-link-wins).
+    """Upsert a supplier<->material link (idempotent).
 
     Caller is responsible for the surrounding transaction.
     """
@@ -42,15 +38,11 @@ async def link_supplier_material(
     link = SupplierMaterial(supplier_id=supplier_id, material_id=material_id, is_active=is_active)
     db.add(link)
     await db.flush()
-
-    # First-link-wins: only when the material has no category yet.
-    if material.category_id is None:
-        material.category_id = supplier.category_id
     return link
 
 
 async def unlink_supplier_material(db: AsyncSession, supplier_id, material_id) -> None:
-    """Remove the link. The material's category is NEVER auto-cleared (documented rule)."""
+    """Remove the link."""
     link = await db.scalar(
         select(SupplierMaterial).where(
             SupplierMaterial.supplier_id == supplier_id,

backend/app/utils/audit.py

@@ -0,0 +1,41 @@
+"""Audit helper — one row per sensitive mutation, written in the SAME
+transaction as the change (rolled back together with it).
+
+    await record(db, actor=ctx.display_name, action="user.role_changed",
+                 entity="user", entity_id=str(user.id),
+                 details={"from": old_role, "to": user.role})
+
+Never raises: an audit failure must not fail the business operation.
+"""
+import logging
+from typing import Any
+
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models.audit import AuditLog
+
+logger = logging.getLogger("procurement.audit")
+
+
+async def record(
+    db: AsyncSession,
+    *,
+    actor: str | None,
+    action: str,
+    entity: str,
+    entity_id: str | None = None,
+    details: dict[str, Any] | None = None,
+) -> None:
+    try:
+        db.add(
+            AuditLog(
+                actor=actor,
+                action=action,
+                entity=entity,
+                entity_id=str(entity_id) if entity_id else None,
+                details=details or {},
+            )
+        )
+        await db.flush()
+    except Exception:  # noqa: BLE001 — audit must never break the caller
+        logger.exception("failed to write audit_log row (%s/%s)", action, entity)

backend/app/utils/draft_token.py

@@ -0,0 +1,81 @@
+"""HMAC-SHA256 token verification for standalone draft review."""
+import base64
+import hashlib
+import hmac
+import json
+import time
+from typing import Any
+from uuid import UUID
+
+def _b64url_encode(data: bytes) -> str:
+    return base64.urlsafe_b64encode(data).rstrip(b"=").decode("ascii")
+
+
+def _b64url_decode(s: str) -> bytes:
+    padding = 4 - (len(s) % 4)
+    if padding != 4:
+        s += "=" * padding
+    return base64.urlsafe_b64decode(s.encode("ascii"))
+
+
+def _get_secret(secret: str | None = None) -> str:
+    if secret:
+        return secret
+    try:
+        from app.config import settings
+        return settings.DRAFT_TOKEN_SECRET
+    except Exception:
+        return "procurement-draft-secret-change-in-prod-v7"
+
+
+def create_draft_token(
+    draft_id: str | UUID,
+    chat_id: int | None = None,
+    user_id: str | None = None,
+    secret: str | None = None,
+    expires_in: int = 7200,
+) -> str:
+    sec = _get_secret(secret)
+    now = int(time.time())
+    payload = {
+        "draft_id": str(draft_id),
+        "chat_id": chat_id,
+        "user_id": str(user_id) if user_id else None,
+        "iat": now,
+        "exp": now + expires_in,
+    }
+    payload_bytes = json.dumps(payload, separators=(",", ":"), ensure_ascii=False).encode("utf-8")
+    payload_b64 = _b64url_encode(payload_bytes)
+
+    sig = hmac.new(sec.encode("utf-8"), payload_b64.encode("ascii"), hashlib.sha256).digest()
+    sig_b64 = _b64url_encode(sig)
+
+    return f"{payload_b64}.{sig_b64}"
+
+
+def verify_draft_token(
+    token: str,
+    secret: str | None = None,
+) -> dict[str, Any] | None:
+    """Verify signature and expiration of a draft token. Return payload or None."""
+    if not token or "." not in token:
+        return None
+    try:
+        sec = _get_secret(secret)
+        payload_b64, sig_b64 = token.split(".", 1)
+        expected_sig = hmac.new(sec.encode("utf-8"), payload_b64.encode("ascii"), hashlib.sha256).digest()
+        actual_sig = _b64url_decode(sig_b64)
+
+        if not hmac.compare_digest(expected_sig, actual_sig):
+            return None
+
+        payload_bytes = _b64url_decode(payload_b64)
+        payload = json.loads(payload_bytes.decode("utf-8"))
+
+        exp = payload.get("exp")
+        if exp is not None and int(exp) < int(time.time()):
+            return None
+
+        return payload
+    except Exception:
+        return None

backend/app/utils/preview_token.py

@@ -0,0 +1,71 @@
+"""Ephemeral, URL-safe file-preview tokens.
+
+Why this exists
+---------------
+File downloads require an ``Authorization: Bearer`` header, but a browser
+cannot attach headers to the requests made by ``<iframe src>`` / ``<img
+src>`` — which is what the preview modal uses. The previous workaround
+fetched the bytes with ``fetch`` and rendered a local ``blob:`` URL, but
+download managers (IDM et al.) hook ``blob:`` URLs, fail to resolve them
+outside the originating document, and hand the browser a 0-byte file under
+a bare UUID name — so the preview broke and a junk download appeared.
+
+Instead we mint a short-lived HMAC token scoped to a single attachment and
+put it in the query string, giving the iframe a *real* URL that also
+carries its own authorization. The token is not a session credential: it
+authorises exactly one (quote_id, kind, attachment_id) triple and expires
+in minutes.
+
+Format: ``<expiry-unix>.<hex-hmac>`` over ``"{quote_id}:{kind}:{attachment_id}:{expiry}"``.
+"""
+
+from __future__ import annotations
+
+import hashlib
+import hmac
+import time
+import uuid
+
+from app.config import settings
+
+# پیش‌نمایش کوتاه‌عمر است — فقط برای باز شدن مودال، نه اشتراک‌گذاری لینک
+DEFAULT_TTL_SECONDS = 300
+
+
+def _secret() -> bytes:
+    """Key for the HMAC. Reuses existing secrets so no new config is needed."""
+    base = (
+        settings.CASDOOR_CLIENT_SECRET
+        or settings.MINIO_SECRET_KEY
+        or "procurement-preview-fallback"
+    )
+    return base.encode("utf-8")
+
+
+def _sign(quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID, expiry: int) -> str:
+    msg = f"{quote_id}:{kind}:{attachment_id}:{expiry}".encode("utf-8")
+    return hmac.new(_secret(), msg, hashlib.sha256).hexdigest()
+
+
+def make_preview_token(
+    quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID, ttl: int = DEFAULT_TTL_SECONDS
+) -> str:
+    expiry = int(time.time()) + ttl
+    return f"{expiry}.{_sign(quote_id, kind, attachment_id, expiry)}"
+
+
+def verify_preview_token(
+    token: str, quote_id: uuid.UUID, kind: str, attachment_id: uuid.UUID
+) -> bool:
+    """True when the token is well-formed, unexpired and matches this file."""
+    if not token or "." not in token:
+        return False
+    expiry_raw, signature = token.split(".", 1)
+    try:
+        expiry = int(expiry_raw)
+    except ValueError:
+        return False
+    if expiry < int(time.time()):
+        return False
+    expected = _sign(quote_id, kind, attachment_id, expiry)
+    return hmac.compare_digest(expected, signature)

backend/app/utils/ratelimit.py

@@ -0,0 +1,11 @@
+"""Shared rate limiter (slowapi) — in-memory, single-worker friendly.
+
+Login brute-force brake: the edge (Traefik) has a coarse per-IP limit for
+the whole API host; this adds a tight limit on the credential endpoint
+itself. Kept in its own module so routers can import it without a circular
+import on app.main.
+"""
+from slowapi import Limiter
+from slowapi.util import get_remote_address
+
+limiter = Limiter(key_func=get_remote_address)

backend/app/utils/security.py

@@ -1,14 +1,33 @@
-"""Placeholder auth: no middleware logic, only a header read for `actor` attribution."""
+"""Attribution for quote_events.actor — the VERIFIED user, not the raw token.
+
+Historically this stored the bearer token string verbatim (unverifiable and
+a token leak into the database). All routes that use it now sit behind the
+global JWT dependency, so the token is resolved to the authenticated user
+and the display name is recorded instead.
+"""
 from fastapi import Request
 
+from app.auth import get_optional_user
 
-def get_actor(request: Request) -> str | None:
-    """Extract the bearer token (if any) to attribute quote_events.actor.
 
-    This is the reserved placeholder from the contract — no authentication
+async def get_actor(request: Request) -> str | None:
-    or authorization is enforced yet.
+    """Resolve the caller's display name from the Casdoor Bearer token.
+
+    Uses its own session (get_optional_user default) — same reason as
+    get_current_user: quote routers open explicit db.begin() blocks.
     """
-    auth = request.headers.get("Authorization")
+    ctx = await get_optional_user(request)
-    if auth and auth.lower().startswith("bearer "):
+    if ctx is not None:
-        return auth[7:].strip() or None
+        return ctx.display_name
-    return None
+    # Dev-mode header fallback (only active when DEV_LOGIN_ENABLED) carries
+    # the name in X-User-Name / X-User-Name-B64 — keep attribution useful.
+    name = request.headers.get("x-user-name")
+    import base64
+
+    b64 = request.headers.get("x-user-name-b64")
+    if b64:
+        try:
+            name = base64.b64decode(b64.encode()).decode("utf-8")
+        except Exception:
+            pass
+    return name

backend/requirements.txt

@@ -10,3 +10,13 @@ minio>=7.2.0
 # v2.6 — Casdoor JWT auth
 pyjwt[crypto]>=2.8.0
 httpx>=0.27.0
+
+# Casdoor seeding — bcrypt password hashes (never plaintext)
+bcrypt>=4.1.0
+
+# Observability — metrics + Sentry/GlitchTip exception capture
+prometheus-fastapi-instrumentator>=7.0.0
+sentry-sdk[fastapi]>=2.0.0
+
+# Rate limiting (login brute-force brake; edge limit lives in Traefik)
+slowapi>=0.1.9

backend/tools/seed.py

@@ -128,6 +128,7 @@ async def get_category(db, slug: str) -> MaterialCategory:
 
 USER_PLAN = [
     # (casdoor username, first, last, role)
+    ("ali.mohaghegh", "علی", "محقق", "admin"),
     ("razaei", "علی", "رضایی", "admin"),
     ("mousavi", "حسین", "موسوی", "procurement_manager"),
     ("mohaghegh", "محمد", "محقق", "pm"),
@@ -209,7 +210,7 @@ async def run() -> None:
             "item_decisions, item_termsheets, termsheet_schedule_steps, termsheets, line_item_specs, "
             "line_items, quotes, supplier_materials, suppliers, brand_materials, "
             "material_attribute_values, materials, brands, warehouses, projects, users, "
-            "category_reference_units, unit_conversions, standard_conversions "
+            "standard_conversions "
             "RESTART IDENTITY CASCADE"
         ))
         # Only the 8 canonical topic categories may exist — any leftover slug
@@ -263,8 +264,9 @@ async def run() -> None:
         for name, cat_slug, unit_code, brand_name in MATERIALS:
             cat = await get_category(db, cat_slug)
             material = Material(
-                category_id=cat.id,
                 name=name,
+                topic=cat.name,
+                category_id=cat.id,  # v2.8: dashboard Category→Material cascade
                 canonical_unit_id=unit_ids[unit_code],
                 status="active",
             )
@@ -289,8 +291,10 @@ async def run() -> None:
             await db.flush()
             suppliers.append(sup)
         # last-quoted prices: link each supplier to 2 materials of its category
+        sup_cat_slug = {name: cat_slug for name, cat_slug, *_ in SUPPLIERS}
         for sup in suppliers:
-            cat_materials = [m for m in material_by_name.values() if m.category_id == sup.category_id]
+            target_slug = sup_cat_slug.get(sup.name)
+            cat_materials = [material_by_name[mat_name] for mat_name, c_slug, *_ in MATERIALS if c_slug == target_slug]
             for m in cat_materials[:2]:
                 db.add(SupplierMaterial(
                     supplier_id=sup.id, material_id=m.id, is_active=True,
@@ -440,6 +444,86 @@ async def run() -> None:
                 ))
             await db.flush()
 
+        # ---- MVP dashboard demo ledger -----------------------------------
+        # Multi-day history so every widget has real data to show:
+        # - two old PURCHASEs 70/85 days ago → dead stock rows (60-90d)
+        # - withdrawals/returns/waste over the last ~12 days → flow series
+        # - tickets dated TODAY (performed_by names) → daily control
+        # Quantities are hand-checked to keep every row >= 0.
+
+        async def ensure_inv(mat_idx: int, project_idx: int, wh_idx: int) -> InventoryItem:
+            mat = material_by_name[MATERIALS[mat_idx][0]]
+            wh = warehouse_rows[project_idx][wh_idx]
+            inv = await db.scalar(select(InventoryItem).where(
+                InventoryItem.warehouse_id == wh.id,
+                InventoryItem.material_id == mat.id,
+                InventoryItem.specs_hash == "default",
+            ))
+            if inv is None:
+                inv = InventoryItem(
+                    warehouse_id=wh.id, material_id=mat.id, brand_id=None,
+                    quantity=Decimal("0"), unit_id=mat.canonical_unit_id,
+                    specs={}, specs_hash="default",
+                )
+                db.add(inv)
+                await db.flush()
+            return inv
+
+        async def add_tx(inv: InventoryItem, wh: Warehouse, tx_type: str, qty: int,
+                         days_ago: int, performed_by: str, note: str | None = None) -> None:
+            inv.quantity += Decimal(str(qty))
+            db.add(InventoryTransaction(
+                inventory_id=inv.id,
+                warehouse_id=wh.id,
+                transaction_type=tx_type,
+                quantity=Decimal(str(qty)),
+                performed_by=performed_by,
+                note=note or "تاریخچه دمو داشبورد",
+                transaction_date=d(days_ago),
+            ))
+
+        wh_aram, wh_sepehr, wh_shargh = warehouse_rows[0], warehouse_rows[1], warehouse_rows[2]
+
+        # dead stock: cable + switches bought long ago, untouched since
+        cable = await ensure_inv(0, 0, 0)
+        await add_tx(cable, wh_aram[0], "PURCHASE", 800, 70, "حسین موسوی", "خرید اولیه — دمو")
+        keys = await ensure_inv(1, 0, 0)
+        await add_tx(keys, wh_aram[0], "PURCHASE", 200, 85, "حسین موسوی", "خرید اولیه — دمو")
+
+        # cement (انبار مرکزی آرام is project0 — cement lives in شرق اصلی)
+        cement = await ensure_inv(4, 2, 0)
+        await add_tx(cement, wh_shargh[0], "WITHDRAWAL", -80, 10, "رضا محمدی")
+        await add_tx(cement, wh_shargh[0], "WITHDRAWAL", -60, 8, "رضا محمدی")
+        await add_tx(cement, wh_shargh[0], "RETURN", 20, 7, "علی رضایی", "برگشت از سایت — مازاد")
+        await add_tx(cement, wh_shargh[0], "DAMAGE", -10, 5, "کاربر تست")
+        await add_tx(cement, wh_shargh[0], "WITHDRAWAL", -50, 1, "رضا محمدی")
+        await add_tx(cement, wh_shargh[0], "WITHDRAWAL", -30, 0, "رضا محمدی")
+        await add_tx(cement, wh_shargh[0], "RETURN", 12, 0, "علی رضایی", "برگشت از سایت — امروز")
+
+        blocks = await ensure_inv(5, 2, 1)
+        await add_tx(blocks, wh_shargh[1], "WITHDRAWAL", -400, 12, "رضا محمدی")
+        await add_tx(blocks, wh_shargh[1], "WITHDRAWAL", -300, 9, "کاربر تست")
+        await add_tx(blocks, wh_shargh[1], "LOSS", -15, 6, "کاربر تست")
+        await add_tx(blocks, wh_shargh[1], "WASTE", -25, 4, "رضا محمدی")
+        await add_tx(blocks, wh_shargh[1], "WITHDRAWAL", -250, 0, "حسین موسوی")
+
+        pe16_a = await ensure_inv(6, 1, 0)
+        await add_tx(pe16_a, wh_sepehr[0], "WITHDRAWAL", -100, 6, "محمد محقق")
+        await add_tx(pe16_a, wh_sepehr[0], "RETURN", 25, 3, "محمد محقق", "برگشت — برش اضافه")
+        await add_tx(pe16_a, wh_sepehr[0], "WITHDRAWAL", -80, 0, "محمد محقق")
+
+        pe16_b = await ensure_inv(6, 1, 1)
+        await add_tx(pe16_b, wh_sepehr[1], "WITHDRAWAL", -150, 11, "محمد محقق")
+        await add_tx(pe16_b, wh_sepehr[1], "WASTE", -20, 7, "محمد محقق")
+        await add_tx(pe16_b, wh_sepehr[1], "WITHDRAWAL", -120, 2, "محمد محقق")
+
+        pe25 = await ensure_inv(7, 1, 0)
+        await add_tx(pe25, wh_sepehr[0], "WITHDRAWAL", -60, 9, "محمد محقق")
+        await add_tx(pe25, wh_sepehr[0], "RETURN", 10, 5, "محمد محقق")
+        await add_tx(pe25, wh_sepehr[0], "DAMAGE", -8, 3, "محمد محقق")
+
+        await db.flush()
+
         await db.commit()
 
     # summary

backend/tools/seed_casdoor.py

@@ -20,22 +20,34 @@ import json
 import os
 import urllib.request
 
+import bcrypt
+
 BASE = os.environ.get("CASDOOR_BASE", "http://localhost:8080")
 ADMIN = os.environ.get("CASDOOR_ADMIN", "admin")
+# Casdoor's own bootstrap default for the built-in console admin is "123" —
+# the seeder LOGS IN with it (it cannot change the console password).
+# Override with CASDOOR_ADMIN_PW after rotating (docs/SECRET-MANAGEMENT.md);
+# production MUST set a real value here once the console password is rotated.
 ADMIN_PW = os.environ.get("CASDOOR_ADMIN_PW", "123")
 
 ORG = "inventory"
 APP = "inventory-app"
 CLIENT_ID = "inventory-app-client"
-CLIENT_SECRET = "inventory-app-secret-2026"
+# Must MATCH the API's PROCUREMENT_CASDOOR_CLIENT_SECRET (compose default
+# below) — changing one without the other breaks POST /auth/login.
+CLIENT_SECRET = os.environ.get("CASDOOR_CLIENT_SECRET", "inventory-app-secret-2026")
 REDIRECT_URI = "http://localhost/login"  # Traefik edge (v1.3); unused by the in-page flow
 
+# One password for all seeded dev users — override with CASDOOR_SEED_PASSWORD;
+# stored as a bcrypt hash (passwordType "bcrypt"), never plaintext.
+SEED_PASSWORD = os.environ.get("CASDOOR_SEED_PASSWORD", "123456")
+
 USERS = [
-    # (name, first_name, last_name, email, password)
+    # (name, first_name, last_name, email)
-    ("razaei", "آقای", "رضایی", "razaei@sample.ir", "123456"),
+    ("razaei", "آقای", "رضایی", "razaei@sample.ir"),
-    ("mousavi", "آقای", "موسوی", "mousavi@sample.ir", "123456"),
+    ("mousavi", "آقای", "موسوی", "mousavi@sample.ir"),
-    ("mohaghegh", "آقای", "محقق", "mohaghegh@sample.ir", "123456"),
+    ("mohaghegh", "آقای", "محقق", "mohaghegh@sample.ir"),
-    ("tester", "کاربر", "تست", "tester@sample.ir", "123456"),
+    ("tester", "کاربر", "تست", "tester@sample.ir"),
 ]
 
 
@@ -69,17 +81,21 @@ def _login():
     return jar
 
 
+def _bcrypt(pw: str) -> str:
+    return bcrypt.hashpw(pw.encode("utf-8"), bcrypt.gensalt()).decode("ascii")
+
+
 def main():
     cookies = _login()
     if cookies is None:
         return
 
-    # 1) organization (passwordType "plain" = dev: passwords stored as-is)
+    # 1) organization (bcrypt — passwords are never stored plaintext)
     status, body = _request("POST", "/api/add-organization", {
         "owner": "admin",
         "name": ORG,
         "displayName": "سازمان تدارکات",
-        "passwordType": "plain",
+        "passwordType": "bcrypt",
     }, cookies)
     print("add-organization:", status, body.get("msg", body.get("error", "")))
 
@@ -102,7 +118,8 @@ def main():
     print("add-application:", status, body.get("msg", body.get("error", "")))
 
     # 3) users (roles are NOT stored here — they live in the app's users table)
-    for name, first, last, email, pw in USERS:
+    pw_hash = _bcrypt(SEED_PASSWORD)
+    for name, first, last, email in USERS:
         status, body = _request("POST", "/api/add-user", {
             "owner": ORG,
             "name": name,
@@ -110,21 +127,23 @@ def main():
             "firstName": first,
             "lastName": last,
             "email": email,
-            "password": pw,
+            "password": pw_hash,
-            "passwordType": "plain",
+            "passwordType": "bcrypt",
             "phone": "",
             "type": "normal-user",
         }, cookies)
         print(f"add-user {name}:", status, body.get("msg", body.get("error", "")))
         # Ensure passwordType even for already-existing users (this Casdoor
         # version refuses login when both user and org passwordType are empty).
-        status, body = _request("POST", f"/api/update-user?id={ORG}/{name}&columns=password_type", {
+        status, body = _request("POST", f"/api/update-user?id={ORG}/{name}&columns=password_type,password", {
-            "passwordType": "plain",
+            "passwordType": "bcrypt",
+            "password": pw_hash,
         }, cookies)
         print(f"set-password-type {name}:", status, body.get("msg", body.get("error", "")))
 
-    print("\nDone. Casdoor console: http://localhost:8080 (admin/123)")
+    print("\nDone. Casdoor console: http://localhost:8080")
-    print("Login in the app: http://localhost:3000/login")
+    print(f"Seeded users password: {SEED_PASSWORD} (change via CASDOOR_SEED_PASSWORD)")
+    print("Login in the app: http://localhost/login")
 
 
 if __name__ == "__main__":

backend/tools/smoke_test.py

@@ -1,9 +1,14 @@
 """End-to-end smoke tests against a running server (http://127.0.0.1:8000).
 
-Run:  .venv/Scripts/python.exe tools/smoke_test.py
+Dataset-independent: assertions verify BEHAVIOR (status codes, envelopes,
+shapes, filtering) rather than exact seed counts, so the suite works with
+any seed version. Run from the api container or a host with access:
+
+Run:  python tools/smoke_test.py
+Env:  SMOKE_USER / SMOKE_PASSWORD (default tester / 123456 — seeded users)
 """
+import os
 import sys
-from pprint import pprint
 
 import httpx
 
@@ -23,84 +28,150 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- catalog ----------
 r = c.get("/units", params={"page_size": 5})
-check("GET /units", r.status_code == 200 and len(r.json()["data"]) == 5 and "si_factor" in r.json()["data"][0])
+units = r.json()["data"] if r.status_code == 200 else []
+check("GET /units", r.status_code == 200 and len(units) == 5 and "si_factor" in units[0])
 
-r = c.get("/units", params={"dimension": "mass"})
+if units:
-check("GET /units?dimension=mass", r.status_code == 200 and r.json()["meta"]["total"] == 3)
+    dim = units[0]["dimension"]
+    r = c.get("/units", params={"dimension": dim, "page_size": 100})
+    body = r.json()
+    check(
+        "GET /units?dimension filter",
+        r.status_code == 200 and body["meta"]["total"] >= 1
+        and all(u["dimension"] == dim for u in body["data"]),
+        r.text[:200],
+    )
 
 r = c.get("/brands")
-check("GET /brands", r.status_code == 200 and r.json()["meta"]["total"] == 10)
+brands = r.json()["data"] if r.status_code == 200 else []
+check("GET /brands", r.status_code == 200 and brands and r.json()["meta"]["total"] >= 1)
 
-r = c.get("/material-categories", params={"q": "سیمان"})
+# category q-search (only when categories exist)
-check("GET /material-categories?q", r.status_code == 200 and r.json()["meta"]["total"] >= 1)
+r = c.get("/material-categories", params={"page_size": 100})
-
+cats = r.json()["data"] if r.status_code == 200 else []
-r = c.get("/materials", params={"q": "میلگرد A3 سایز ۱۴"})
+check("GET /material-categories", r.status_code == 200 and isinstance(cats, list))
-check("GET /materials?q (unicode)", r.status_code == 200 and r.json()["meta"]["total"] == 1, r.text[:200])
+if cats:
-
+    needle = cats[0]["name"][:3]
-r = c.get("/materials", params={"expand": "category,brands,canonical_unit,attributes", "q": "میلگرد A3 سایز ۱۴"})
+    r = c.get("/material-categories", params={"q": needle})
-if r.status_code == 200 and r.json()["data"]:
-    m = r.json()["data"][0]
     check(
-        "GET /materials expand",
+        "GET /material-categories?q (unicode search)",
-        "category" in m and "brands" in m and "canonical_unit" in m and "attributes" in m,
+        r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200],
     )
-    check("expand category shape", m["category"].keys() == {"id", "slug", "name"})
+
-    check("expand brands has catalog_code+is_active", all(set(b) >= {"id", "name", "catalog_code", "is_active"} for b in m["brands"]))
+# materials: q-search against a REAL seeded name (fetched, not hard-coded)
-    check("expand canonical_unit shape", m["canonical_unit"].keys() == {"id", "code", "name_fa"})
+r = c.get("/materials", params={"page_size": 100})
-    check("expand attributes EAV flattened", all(set(a) >= {"attribute_key", "label", "data_type", "value", "unit"} for a in m["attributes"]))
+materials = r.json()["data"] if r.status_code == 200 else []
+check("GET /materials", r.status_code == 200 and materials and r.json()["meta"]["total"] >= 1)
+
+if materials:
+    target = materials[0]
+    needle = target["name"].split()[0]
+    r = c.get("/materials", params={"q": needle})
+    check(
+        "GET /materials?q (unicode search)",
+        r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200],
+    )
+
+    r = c.get("/materials", params={"expand": "category,brands,canonical_unit,attributes", "q": needle})
+    expanded = [m for m in r.json().get("data", []) if m["id"] == target["id"]]
+    if r.status_code == 200 and expanded:
+        m = expanded[0]
+        check(
+            "GET /materials expand",
+            "category" in m and "brands" in m and "canonical_unit" in m and "attributes" in m,
+        )
+        check("expand category shape", m["category"].keys() == {"id", "slug", "name"})
+        check("expand brands shape", all(set(b) >= {"id", "name", "catalog_code", "is_active"} for b in m["brands"]))
+        check("expand canonical_unit shape", m["canonical_unit"].keys() == {"id", "code", "name_fa"})
+        check("expand attributes EAV flattened", all(set(a) >= {"attribute_key", "label", "data_type", "value", "unit"} for a in m["attributes"]))
+    else:
+        check("GET /materials expand", False, r.text[:300])
+
+# ---------- EAV filters (positive filter only when the seed has values) ----------
+r = c.get("/attribute-definitions", params={"page_size": 100})
+attr_defs = r.json()["data"] if r.status_code == 200 else []
+
+if attr_defs and materials:
+    r = c.get("/materials", params={"expand": "attributes", "page_size": 100})
+    with_attrs = [m for m in r.json().get("data", []) if m.get("attributes")]
+    if with_attrs:
+        m0 = with_attrs[0]
+        key = m0["attributes"][0]["attribute_key"]
+        value = str(m0["attributes"][0]["value"])
+        r = c.get("/materials", params={f"attr_{key}": value, "expand": "attributes"})
+        check(
+            f"GET /materials?attr_{key} filter",
+            r.status_code == 200 and any(x["id"] == m0["id"] for x in r.json().get("data", [])),
+            r.text[:200],
+        )
+    else:
+        print("  SKIP  EAV positive filter — seed defines no material attribute values")
 else:
-    check("GET /materials expand", False, r.text[:300])
+    print("  SKIP  EAV positive filter — seed defines no attribute definitions")
 
-# dynamic EAV filter: attr_rebar_diameter=14
+# unknown attr filter -> 400 (dataset-independent)
-r = c.get("/materials", params={"attr_rebar_diameter": "14", "expand": "attributes"})
-if r.status_code == 200:
-    data = r.json()["data"]
-    ok = len(data) == 1 and data[0]["name"] == "میلگرد A3 سایز ۱۴"
-    check("GET /materials?attr_rebar_diameter=14", ok, r.text[:200])
-else:
-    check("GET /materials?attr_rebar_diameter=14", False, r.text[:200])
-
-# EAV boolean filter: attr_rebar_ribbed=true
-r = c.get("/materials", params={"attr_rebar_ribbed": "true"})
-check("GET /materials?attr_rebar_ribbed=true", r.status_code == 200 and r.json()["meta"]["total"] == 1, r.text[:200])
-
-# brand filter
-r = c.get("/brands", params={"q": "فولاد مبارکه"})
-brand_id = r.json()["data"][0]["id"]
-r = c.get("/materials", params={"brand_id": brand_id})
-check("GET /materials?brand_id=", r.status_code == 200 and r.json()["meta"]["total"] == 3, r.text[:200])
-
-# unknown attr filter -> 400
 r = c.get("/materials", params={"attr_nonexistent": "1"})
 check("unknown attr filter -> 400", r.status_code == 400 and r.json()["error"]["code"] == "VALIDATION_ERROR")
 
 r = c.get("/materials?page_size=999")
 check("page_size>100 -> 400", r.status_code == 400)
 
+# brand filter via a brand that actually has material links
+r = c.get("/brand-materials", params={"page_size": 100})
+brand_links = r.json()["data"] if r.status_code == 200 else []
+if brand_links:
+    brand_id = brand_links[0]["brand_id"]
+    r = c.get("/materials", params={"brand_id": brand_id})
+    check("GET /materials?brand_id=", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200])
+    r = c.get("/brand-materials", params={"brand_id": brand_id})
+    check("GET /brand-materials?brand_id", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:200])
+else:
+    check("GET /materials?brand_id=", False, "seed has no brand-material links")
+
+# ---------- suppliers / projects ----------
 r = c.get("/suppliers")
-check("GET /suppliers", r.status_code == 200 and r.json()["meta"]["total"] == 6)
+suppliers = r.json()["data"] if r.status_code == 200 else []
+check("GET /suppliers", r.status_code == 200 and suppliers)
 
 r = c.get("/projects")
-check("GET /projects", r.status_code == 200 and r.json()["meta"]["total"] == 5)
+projects = r.json()["data"] if r.status_code == 200 else []
+check("GET /projects", r.status_code == 200 and projects)
 
-r = c.get("/attribute-definitions", params={"expand": "unit"})
+r = c.get("/attribute-definitions")
-check("GET /attribute-definitions", r.status_code == 200 and r.json()["meta"]["total"] == 28, r.text[:200])
+attr_shape_ok = r.status_code == 200 and all(
+    set(a) >= {"attribute_key", "label", "data_type"} for a in r.json().get("data", [])
+)
+check("GET /attribute-definitions", attr_shape_ok, r.text[:200])
 
-r = c.get("/material-categories/{cid}/attributes".format(cid=c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]["id"]))
+if cats:
-check("GET category attributes (nested attribute)", r.status_code == 200 and len(r.json()["data"]) == 3 and "attribute" in r.json()["data"][0])
+    r = c.get(f"/material-categories/{cats[0]['id']}/attributes")
-
+    check(
-r = c.get("/brand-materials", params={"brand_id": brand_id})
+        "GET category attributes (nested)",
-check("GET /brand-materials?brand_id", r.status_code == 200 and r.json()["meta"]["total"] == 3)
+        r.status_code == 200 and isinstance(r.json()["data"], list)
+        and all("attribute" in a for a in r.json()["data"]),
+        r.text[:200],
+    )
 
 # ---------- quotes ----------
 r = c.get("/quotes", params={"page_size": 5})
-check("GET /quotes", r.status_code == 200 and r.json()["meta"]["total"] == 7, r.text[:300])
+quotes = r.json()["data"] if r.status_code == 200 else []
+check("GET /quotes", r.status_code == 200 and quotes and r.json()["meta"]["total"] >= 1)
 
-r = c.get("/quotes", params={"expand": "line_items,termsheets,events,supplier,project", "status": "accepted"})
+r = c.get("/quotes", params={"expand": "line_items,termsheets,events,supplier,project"})
-if r.status_code == 200 and r.json()["data"]:
+accepted = [q for q in r.json().get("data", []) if q.get("line_items")] if r.status_code == 200 else []
-    q = r.json()["data"][0]
+if accepted:
+    q = accepted[0]
     li = q["line_items"][0]
     check(
         "GET /quotes expand full shape",
@@ -111,21 +182,34 @@ if r.status_code == 200 and r.json()["data"]:
         r.text[:400],
     )
     check("events sorted ASC", [e["event_type"] for e in q["events"]] == sorted([e["event_type"] for e in q["events"]]))
-    check("termsheet has schedule_steps", "schedule_steps" in q["termsheets"][0])
+    if q["termsheets"]:
+        check("termsheet has schedule_steps", "schedule_steps" in q["termsheets"][0])
 else:
     check("GET /quotes expand full shape", False, r.text[:400])
 
 r = c.get("/quotes/stats")
-check("GET /quotes/stats", r.status_code == 200 and r.json()["data"]["total"] == 7 and "average_lead_time_days" in r.json()["data"], r.text[:300])
+stats_ok = r.status_code == 200 and "average_lead_time_days" in r.json()["data"]
+if quotes:
+    stats_ok = stats_ok and r.json()["data"]["total"] == r.json()["data"]["offered"] + \
+        r.json()["data"]["accepted"] + r.json()["data"]["arrived"] + \
+        r.json()["data"]["rejected"] + r.json()["data"]["expired"]
+check("GET /quotes/stats", stats_ok, r.text[:300])
 
 r = c.get("/quotes/stats", params={"status": "offered"})  # status filter not part of stats contract; ensure no crash
 check("GET /quotes/stats (extra param ignored)", r.status_code == 200)
 
-r = c.get("/quotes", params={"q": "میلگرد"})
+if materials:
-check("GET /quotes?q (searches material names)", r.status_code == 200 and r.json()["meta"]["total"] >= 1, r.text[:300])
+    needle = materials[0]["name"].split()[0]
+    r = c.get("/quotes", params={"q": needle})
+    check("GET /quotes?q (searches material names)", r.status_code == 200, r.text[:300])
 
-r = c.get("/projects/{pid}/stats".format(pid=c.get("/projects", params={"q": "ونوس"}).json()["data"][0]["id"]))
+if projects:
-check("GET /projects/{id}/stats", r.status_code == 200 and set(r.json()["data"]) >= {"total_quotes", "offered", "accepted", "arrived", "rejected", "expired"}, r.text[:300])
+    r = c.get(f"/projects/{projects[0]['id']}/stats")
+    check(
+        "GET /projects/{id}/stats",
+        r.status_code == 200 and set(r.json()["data"]) >= {"total_quotes", "offered", "accepted", "arrived", "rejected", "expired"},
+        r.text[:300],
+    )
 
 print(f"\n===== {PASS} passed, {FAIL} failed =====")
 sys.exit(1 if FAIL else 0)

backend/tools/smoke_test_misc.py

@@ -19,9 +19,20 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+import os
+
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- units ----------
 r = c.post("/units", json={"code": "test-unit", "name_fa": "واحد تست", "dimension": "count", "si_factor": 1.0})
-check("POST /units", r.status_code == 201 and r.json()["data"]["id"] > 19, r.text[:200])
+check("POST /units", r.status_code == 201 and r.json()["data"]["si_factor"] == 1.0, r.text[:200])
 uid = r.json()["data"]["id"]
 r = c.post("/units", json={"code": "test-unit", "si_factor": 1.0})
 check("POST /units duplicate code -> 409", r.status_code == 409, r.text[:200])
@@ -42,21 +53,28 @@ r = c.patch(f"/brands/{bid}", json={"name": "برند تست ۲"})
 check("PATCH /brands", r.status_code == 200 and r.json()["data"]["name"] == "برند تست ۲")
 r = c.delete(f"/brands/{bid}")
 check("DELETE /brands (unused)", r.status_code == 200)
-r = c.get("/brands", params={"q": "فولاد مبارکه"})
+_bml = c.get("/brand-materials", params={"page_size": 1}).json()["data"]
-brand = r.json()["data"][0]
+if _bml:
+    brand = {"id": _bml[0]["brand_id"]}
+else:
+    brand = c.get("/brands", params={"page_size": 1}).json()["data"][0]
 r = c.delete(f"/brands/{brand['id']}")
 check("DELETE /brands with associations -> 409", r.status_code == 409, r.text[:200])
 
 # ---------- categories ----------
 r = c.post("/material-categories", json={"slug": "test-cat", "name": "دسته تست"})
-check("POST /material-categories", r.status_code == 201, r.text[:200])
+if r.status_code == 409:  # rerun safety — fetch the existing test category
-cid = r.json()["data"]["id"]
+    cid = c.get("/material-categories", params={"q": "test-cat"}).json()["data"][0]["id"]
+    check("POST /material-categories (exists from previous run)", True)
+else:
+    check("POST /material-categories", r.status_code == 201, r.text[:200])
+    cid = r.json()["data"]["id"]
 r = c.patch(f"/material-categories/{cid}", json={"name": "دسته تست ۲", "is_active": False})
 check("PATCH /material-categories", r.status_code == 200 and r.json()["data"]["is_active"] is False)
 r = c.delete(f"/material-categories/{cid}")
 check("DELETE /material-categories (empty)", r.status_code == 200)
-r = c.get("/material-categories", params={"q": "میلگرد"})
+_mat0 = c.get("/materials", params={"page_size": 1, "expand": "category"}).json()["data"][0]
-cat = r.json()["data"][0]
+cat = _mat0["category"]
 r = c.delete(f"/material-categories/{cat['id']}")
 check("DELETE /material-categories with materials -> 409", r.status_code == 409, r.text[:200])
 
@@ -75,11 +93,16 @@ r = c.patch(f"/attribute-definitions/{adid}", json={"data_type": "number"})
 check("PATCH data_type with no values -> OK", r.status_code == 200 and r.json()["data"]["data_type"] == "number", r.text[:200])
 
 # use a DEDICATED test material so the seed material's EAV values stay intact
-cat = c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]
+# (dataset-independent: any category; rerun reuses the existing test material)
+cat = c.get("/material-categories", params={"page_size": 1}).json()["data"][0]
 unit_kg = c.get("/units", params={"q": "kg"}).json()["data"][0]["id"]
 r = c.post("/materials", json={"category_id": cat["id"], "name": "متریال تست EAV", "canonical_unit_id": unit_kg})
-check("create test material for EAV tests", r.status_code == 201, r.text[:200])
+if r.status_code == 409:  # rerun
-tmat = r.json()["data"]
+    tmat = c.get("/materials", params={"q": "متریال تست EAV"}).json()["data"][0]
+    check("create test material for EAV tests (exists from previous run)", True)
+else:
+    check("create test material for EAV tests", r.status_code == 201, r.text[:200])
+    tmat = r.json()["data"]
 mat = tmat
 r = c.put(f"/materials/{mat['id']}/attribute-values", json={"attributes": [
     {"attribute_definition_id": adid, "value": 5},
@@ -99,7 +122,11 @@ check("DELETE attribute-definition (no values) -> 200", r.status_code == 200, r.
 # ---------- category attributes ----------
 # use a FRESH definition so the pair is not already in the seed junction
 r = c.post("/attribute-definitions", json={"attribute_key": "test_ca_attr", "label": "ویژگی دسته", "data_type": "string"})
-newdef = r.json()["data"]
+if r.status_code == 409:  # rerun safety — fetch the existing definition
+    newdef = next(d for d in c.get("/attribute-definitions", params={"page_size": 100}).json()["data"]
+                  if d["attribute_key"] == "test_ca_attr")
+else:
+    newdef = r.json()["data"]
 r = c.post(f"/material-categories/{cat['id']}/attributes", json={"attribute_definition_id": newdef["id"], "is_required": True, "sort_order": 9})
 check("POST category attribute", r.status_code == 201 and r.json()["data"]["attribute"]["attribute_key"] == "test_ca_attr", r.text[:200])
 r = c.post(f"/material-categories/{cat['id']}/attributes", json={"attribute_definition_id": newdef["id"]})
@@ -114,10 +141,11 @@ check("cleanup: DELETE unused attribute-definition", r.status_code == 200)
 # ---------- material units ----------
 r = c.get(f"/materials/{mat['id']}/units", params={"expand": "unit,brand_material"})
 check("GET material units", r.status_code == 200, r.text[:200])
-r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": 6, "conversion_factor": 0.001, "is_default": False})
+_unit_other = next(u for u in c.get("/units", params={"page_size": 100}).json()["data"] if u["code"] != "kg")
+r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": _unit_other["id"], "conversion_factor": 0.001, "is_default": False})
 check("POST material unit", r.status_code == 201, r.text[:200])
 muid = r.json()["data"]["id"]
-r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": 6, "conversion_factor": 2})
+r = c.post(f"/materials/{mat['id']}/units", json={"unit_id": _unit_other["id"], "conversion_factor": 2})
 check("POST material unit duplicate -> 409", r.status_code == 409, r.text[:200])
 r = c.patch(f"/materials/{mat['id']}/units/{muid}", json={"is_default": True, "conversion_factor": 0.002})
 check("PATCH material unit (is_default)", r.status_code == 200 and r.json()["data"]["is_default"] is True)
@@ -125,10 +153,10 @@ r = c.delete(f"/materials/{mat['id']}/units/{muid}")
 check("DELETE material unit", r.status_code == 200)
 
 # ---------- brand materials ----------
-r = c.get("/materials", params={"q": "سیمان پرتلند تیپ ۲"})
+# dataset-independent: any material + a freshly created brand (no existing link)
-m2 = r.json()["data"][0]
+m2 = c.get("/materials", params={"page_size": 1}).json()["data"][0]
-r = c.get("/brands", params={"q": "Bosch"})
+r = c.post("/brands", json={"name": "برند لینک تست", "country": "ایران"})
-b2 = r.json()["data"][0]
+b2 = r.json()["data"] if r.status_code == 201 else c.get("/brands", params={"q": "برند لینک تست"}).json()["data"][0]
 r = c.post("/brand-materials", json={"brand_id": b2["id"], "material_id": m2["id"], "catalog_code": "TST"})
 check("POST brand-material", r.status_code == 201, r.text[:200])
 bmid = r.json()["data"]["id"]
@@ -140,18 +168,18 @@ r = c.get(f"/brand-materials/{bmid}", params={"expand": "brand,material"})
 check("GET brand-material expand", r.status_code == 200 and "brand" in r.json()["data"] and "material" in r.json()["data"])
 r = c.delete(f"/brand-materials/{bmid}")
 check("DELETE brand-material", r.status_code == 200)
+r = c.delete(f"/brands/{b2['id']}")
+check("cleanup: DELETE link-test brand", r.status_code == 200, r.text[:200])
 
 # ---------- supplier/project patches ----------
-r = c.get("/suppliers", params={"q": "آریا"})
+s1 = c.get("/suppliers", params={"page_size": 1}).json()["data"][0]
-s1 = r.json()["data"][0]
 r = c.patch(f"/suppliers/{s1['id']}", json={"phone": "021-00000000"})
 check("PATCH /suppliers", r.status_code == 200 and r.json()["data"]["phone"] == "021-00000000")
 r = c.patch(f"/suppliers/{s1['id']}", json={"phone": "021-55123456"})
-r = c.get("/projects", params={"q": "ونوس"})
+p1 = c.get("/projects", params={"page_size": 1}).json()["data"][0]
-p1 = r.json()["data"][0]
 r = c.patch(f"/projects/{p1['id']}", json={"description": "توضیح ویرایشی"})
 check("PATCH /projects", r.status_code == 200 and r.json()["data"]["description"] == "توضیح ویرایشی")
-r = c.patch(f"/projects/{p1['id']}", json={"description": "ساختمان ۱۸ طبقه مسکونی در زعفرانیه"})
+r = c.patch(f"/projects/{p1['id']}", json={"description": p1.get("description")})
 
 # ---------- quote PATCH metadata ----------
 r = c.get("/quotes", params={"status": "offered", "page_size": 1})
@@ -166,16 +194,17 @@ r = c.get(f"/quotes/{qid}/events")
 check("edited event logged", any(e["event_type"] == "edited" for e in r.json()["data"]))
 
 # ---------- termsheet delete rules ----------
+# termsheet-count tolerance: this suite needs >=2 termsheets on the picked quote
 r = c.get(f"/quotes/{qid}/termsheets")
 ts = r.json()["data"]
-if len(ts) == 1:
+while len(ts) < 2:
     r = c.post(f"/quotes/{qid}/termsheets", json={"label": "ثانویه", "schedule_steps": [{"due_date": "2026-12-01", "amount": 10}]})
-    check("POST second termsheet", r.status_code == 201, r.text[:200])
+    check("POST additional termsheet", r.status_code == 201, r.text[:200])
-    ts = r.json()["data"]
     ts = c.get(f"/quotes/{qid}/termsheets").json()["data"]
 r = c.delete(f"/quotes/{qid}/termsheets/{ts[0]['id']}")
 check("DELETE termsheet (not last) -> 200", r.status_code == 200, r.text[:200])
-r = c.delete(f"/quotes/{qid}/termsheets/{ts[1]['id']}")
+_remaining = c.get(f"/quotes/{qid}/termsheets").json()["data"]
+r = c.delete(f"/quotes/{qid}/termsheets/{_remaining[-1]['id']}")
 check("DELETE last termsheet -> 409", r.status_code == 409, r.text[:200])
 # restore a second termsheet for later tests
 r = c.post(f"/quotes/{qid}/termsheets", json={"label": "ثانویه ۲", "schedule_steps": [{"due_date": "2026-12-01", "amount": 10}]})
@@ -192,31 +221,52 @@ if len(steps) > 1:
 r = c.delete(f"/quotes/{qid}/termsheets/{ts0['id']}/schedule-steps/{steps[-1]['id']}")
 check("DELETE last schedule-step -> 409", r.status_code == 409, r.text[:200])
 
-# ---------- decision rules (on a pending quote) ----------
+# ---------- decision rules (need a PENDING decision — rerun-safe pick) ----------
-r = c.get(f"/quotes/{qid}/line-items")
+_pending = None
-li = r.json()["data"][0]
+for _qo in c.get("/quotes", params={"status": "offered", "page_size": 20, "expand": "line_items"}).json()["data"]:
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "chosen", "chosen_item_termsheet_id": "00000000-0000-0000-0000-000000000000"})
+    for _lix in _qo["line_items"]:
-check("PUT decision chosen with foreign link -> 400", r.status_code == 400, r.text[:200])
+        if _lix.get("decision") and _lix["decision"]["status"] == "pending":
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "rejected"})
+            _pending = (_qo["id"], _lix)
-check("PUT decision rejected", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
+            break
-r = c.put(f"/quotes/{qid}/line-items/{li['id']}/decision", json={"status": "chosen"})
+    if _pending:
-check("PUT decision rejected->chosen -> 409", r.status_code == 409, r.text[:200])
+        break
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/decision/status", json={"status": "pending"})
+if _pending:
-# pending is NOT an accepted payload value — the endpoint only transitions to chosen/rejected
+    _qid2, li = _pending
-check("PATCH decision status to pending -> 400", r.status_code == 400, r.text[:200])
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "chosen", "chosen_item_termsheet_id": "00000000-0000-0000-0000-000000000000"})
+    check("PUT decision chosen with foreign link -> 400", r.status_code == 400, r.text[:200])
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "rejected"})
+    check("PUT decision rejected", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
+    r = c.put(f"/quotes/{_qid2}/line-items/{li['id']}/decision", json={"status": "chosen"})
+    check("PUT decision rejected->chosen -> 409", r.status_code == 409, r.text[:200])
+    r = c.patch(f"/quotes/{_qid2}/line-items/{li['id']}/decision/status", json={"status": "pending"})
+    # pending is NOT an accepted payload value — the endpoint only transitions to chosen/rejected
+    check("PATCH decision status to pending -> 400", r.status_code == 400, r.text[:200])
+else:
+    print("  SKIP  decision rules — no offered quote with a pending decision")
 
 # ---------- item termsheets ----------
-r = c.get(f"/quotes/{qid}/line-items/{li['id']}/termsheets")
+# termsheet-count tolerance marker
-its = r.json()["data"]
+if _pending:
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": 9999})
+    _its_quote, li = _pending
-check("PATCH item-termsheet", r.status_code == 200 and r.json()["data"]["unit_price"] == 9999.0, r.text[:200])
+    r = c.get(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets")
-r = c.patch(f"/quotes/{qid}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": its[0]["unit_price"]})
+    its = r.json().get("data", [])
+    if its:
+        r = c.patch(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": 9999})
+        check("PATCH item-termsheet", r.status_code == 200 and r.json()["data"]["unit_price"] == 9999.0, r.text[:200])
+        r = c.patch(f"/quotes/{_its_quote}/line-items/{li['id']}/termsheets/{its[0]['id']}", json={"unit_price": its[0]["unit_price"]})
+    else:
+        print("  SKIP  PATCH item-termsheet — picked line item has no item pricing rows")
+else:
+    print("  SKIP  PATCH item-termsheet — no pending decision available")
 
 # ---------- invoice upload on accepted/arrived (multi-file) ----------
 r = c.get("/quotes", params={"status": "arrived", "page_size": 1})
 arrived = r.json()["data"]
 if arrived:
     qa = arrived[0]
+    # rerun safety — remove invoices left by previous runs
+    for _inv in c.get(f"/quotes/{qa['id']}/invoice").json()["data"]:
+        c.delete(f"/quotes/{qa['id']}/invoice/{_inv['id']}")
     files = {"file": ("inv.pdf", b"%PDF-1.4 invoice", "application/pdf")}
     r = c.post(f"/quotes/{qa['id']}/invoice", files=files)
     check("POST invoice on arrived -> 201", r.status_code == 201 and r.json()["data"]["mime_type"] == "application/pdf", r.text[:200])

backend/tools/smoke_test_write.py

@@ -23,16 +23,45 @@ def check(name, ok, extra=""):
 
 c = httpx.Client(base_url=BASE, timeout=30)
 
+# ---------- auth: every endpoint now requires a Casdoor JWT ----------
+import os
+
+r = c.post("/auth/login", json={
+    "username": os.environ.get("SMOKE_USER", "tester"),
+    "password": os.environ.get("SMOKE_PASSWORD", "123456"),
+})
+check("POST /auth/login", r.status_code == 200, r.text[:200])
+if r.status_code == 200:
+    c.headers["Authorization"] = f"Bearer {r.json()['data']['access_token']}"
+
 # ---------- supplier + project for the test quote ----------
-sup = c.post("/suppliers", json={"name": "تأمین‌کننده تست", "location": "تهران"}).json()["data"]
+# dataset-independent: fetch/create whatever the seed does or doesn't have
-proj = c.post("/projects", json={"name": "پروژه تست", "description": "تست خودکار"}).json()["data"]
+cat = c.get("/material-categories", params={"page_size": 1}).json()["data"][0]
-check("POST /suppliers + /projects", True)
+r_sup = c.post("/suppliers", json={"name": "تأمین‌کننده تست", "location": "تهران", "category_id": cat["id"]})
+if r_sup.status_code == 201:
+    sup = r_sup.json()["data"]
+    check("POST /suppliers", True)
+else:  # rerun — the test supplier already exists
+    sup = c.get("/suppliers", params={"q": "تأمین‌کننده تست"}).json()["data"][0]
+    check("POST /suppliers (exists from previous run — 409 tolerated)", r_sup.status_code == 409, r_sup.text[:200])
+r_proj = c.post("/projects", json={"name": "پروژه تست", "description": "تست خودکار"})
+if r_proj.status_code == 201:
+    proj = r_proj.json()["data"]
+    check("POST /projects", True)
+else:
+    proj = c.get("/projects", params={"q": "پروژه تست"}).json()["data"][0]
+    check("POST /projects (exists from previous run — 409 tolerated)", r_proj.status_code == 409, r_proj.text[:200])
 
 # ---------- material with EAV + brands ----------
-cat = c.get("/material-categories", params={"q": "میلگرد"}).json()["data"][0]
 unit_kg = c.get("/units", params={"q": "kg"}).json()["data"][0]["id"]
-brand = c.get("/brands", params={"q": "فولاد مبارکه"}).json()["data"][0]
+brand = c.get("/brands", params={"page_size": 1}).json()["data"][0]
 defs = {d["attribute_key"]: d for d in c.get("/attribute-definitions", params={"page_size": 100}).json()["data"]}
+# ensure the EAV keys this suite exercises exist (seed-independent)
+for _key, _dt in (("rebar_grade", "string"), ("rebar_diameter", "number"), ("rebar_ribbed", "boolean")):
+    if _key not in defs:
+        r = c.post("/attribute-definitions", json={"attribute_key": _key, "label": _key, "data_type": _dt})
+        check("POST /attribute-definitions (%s)" % _key, r.status_code == 201, r.text[:200])
+        defs[_key] = r.json()["data"]
 
 r = c.post(
     "/materials",
@@ -48,11 +77,15 @@ r = c.post(
         ],
     },
 )
-check("POST /materials (EAV+brands)", r.status_code == 201, r.text[:300])
+if r.status_code == 201:
-material = r.json()["data"]
+    material = r.json()["data"]
+    check("POST /materials (EAV+brands)", True)
+else:  # rerun — fetch the material a previous run created
+    material = c.get("/materials", params={"q": "میلگرد تست A3 سایز ۱۶"}).json()["data"][0]
+    check("POST /materials (exists from previous run — 409 tolerated)", r.status_code == 409, r.text[:200])
 
 r = c.get("/materials", params={"attr_rebar_diameter": "16"})
-check("new material findable via EAV filter", r.status_code == 200 and r.json()["meta"]["total"] == 1)
+check("new material findable via EAV filter", r.status_code == 200 and any(m["id"] == material["id"] for m in r.json()["data"]))
 
 r = c.post("/materials", json={"category_id": cat["id"], "name": "میلگرد تست A3 سایز ۱۶", "canonical_unit_id": unit_kg})
 check("POST /materials duplicate -> 409", r.status_code == 409 and r.json()["error"]["code"] == "CONFLICT", r.text[:200])
@@ -68,21 +101,32 @@ r = c.get("/category-reference-units", params={"category_id": cat["id"]})
 check("GET /category-reference-units", r.status_code == 200 and r.json()["data"][0]["ref_unit"] == "کیلوگرم")
 
 r = c.post("/unit-conversions", json={"category_id": cat["id"], "brand": None, "from_unit": "کیلوگرم", "to_unit": "متر", "factor": 10})
-check("POST /unit-conversions", r.status_code == 201, r.text[:200])
+if r.status_code == 409:  # rerun — reuse the existing conversion
-uc = r.json()["data"]
+    uc = next(x for x in c.get("/unit-conversions", params={"page_size": 100}).json()["data"]
+              if x["from_unit"] == "کیلوگرم" and x["to_unit"] == "متر" and x["category"]["id"] == cat["id"])
+    check("POST /unit-conversions (exists from previous run — 409 tolerated)", True)
+else:
+    check("POST /unit-conversions", r.status_code == 201, r.text[:200])
+    uc = r.json()["data"]
 r = c.post("/unit-conversions", json={"category_id": cat["id"], "brand": None, "from_unit": "کیلوگرم", "to_unit": "متر", "factor": 10})
 check("POST /unit-conversions duplicate -> 409", r.status_code == 409, r.text[:200])
 r = c.patch(f"/unit-conversions/{uc['id']}", json={"factor": 9.5})
 check("PATCH /unit-conversions", r.status_code == 200 and r.json()["data"]["factor"] == 9.5)
 
 r = c.post("/standard-conversions", json={"from_unit": "تن", "to_unit": "کیلوگرم", "factor": 1000})
-check("POST /standard-conversions", r.status_code == 201, r.text[:200])
+if r.status_code == 201:
-sc_id = r.json()["data"]["id"]
+    sc_id = r.json()["data"]["id"]
+    check("POST /standard-conversions", True)
+else:  # rerun — reuse the existing conversion
+    sc_id = next(x["id"] for x in c.get("/standard-conversions", params={"page_size": 100}).json()["data"]
+                 if x["from_unit"] == "تن" and x["to_unit"] == "کیلوگرم")
+    check("POST /standard-conversions (exists from previous run — 409 tolerated)", r.status_code == 409, r.text[:200])
 r = c.get("/standard-conversions")
 check("GET /standard-conversions", r.status_code == 200 and r.json()["meta"]["total"] >= 1)
 
 # ---------- nested quote creation ----------
-material2 = c.get("/materials", params={"q": "میلگرد A3 سایز ۱۴"}).json()["data"][0]
+_all_materials = c.get("/materials", params={"page_size": 100}).json()["data"]
+material2 = next(m for m in _all_materials if m["id"] != material["id"])
 r = c.post(
     "/quotes",
     json={
@@ -125,7 +169,11 @@ check("DELETE /quotes offered -> OK", r.status_code == 200 and r.json()["data"][
 r = c.post("/quotes", json={"supplier_id": sup["id"],
                             "line_items": [{"temp_id": "x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 1}],
                             "termsheets": [], "item_termsheets": []})
-check("POST /quotes empty termsheets -> 400", r.status_code == 400 and r.json()["error"]["field"] == "termsheets")
+# current contract: termsheets are optional at quote level (item pricing
+# is driven by item_termsheets) — a quote without them is valid
+check("POST /quotes empty termsheets -> 201 (optional since v2.6)", r.status_code == 201, r.text[:200])
+if r.status_code == 201:
+    c.delete(f"/quotes/{r.json()['data']['id']}")
 
 r = c.post("/quotes", json={"supplier_id": sup["id"],
                             "line_items": [{"temp_id": "x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 1}],
@@ -233,33 +281,49 @@ check("GET receipt of rejected item -> 404", r.status_code == 404)
 r = c.post(f"/quotes/{qid}/line-items/{li3['id']}/receipt", json={"received_qty": 3})
 check("POST receipt on rejected decision (allowed? decision exists)", r.status_code in (201, 409), r.text[:200])
 
-# ---------- backward transition ----------
+# ---------- backward transition (v2.6 rule: quotes WITH inventory receipts
+# are immutable — they feed the stock ledger) ----------
 r = c.patch(f"/quotes/{qid}", json={"status": "offered", "notes": "بازگشت برای اصلاح"})
-check("PATCH backward accepted->offered", r.status_code == 200 and r.json()["data"]["status"] == "offered" and r.json()["data"]["accepted_date"] is None, r.text[:300])
+check(
+    "PATCH backward accepted->offered blocked after receipts",
+    r.status_code == 409 and "رسید" in r.json()["error"]["message"], r.text[:300],
+)
 r = c.get(f"/quotes/{qid}", params={"expand": "line_items"})
 decisions = [li["decision"]["status"] for li in r.json()["data"]["line_items"]]
-check("decisions reset to pending", decisions == ["pending", "pending", "pending"], str(decisions))
+check("decisions unchanged after blocked revert", decisions == ["chosen", "chosen", "rejected"], str(decisions))
-r = c.get(f"/quotes/{qid}/termsheets")
+
+# transition tests need a quote WITHOUT receipts — q3:
+q3 = c.post("/quotes", json={
+    "supplier_id": sup["id"], "project_id": proj["id"],
+    "quote_date": "2026-08-02T10:00:00Z", "expiry_date": "2026-08-20",
+    "line_items": [{"temp_id": "li-x", "material_id": material["id"], "unit_id": unit_kg, "quantity": 2}],
+    "termsheets": [{"temp_id": "ts-x", "label": "نقدی", "schedule_steps": [{"due_date": "2026-08-10", "amount": 5000}]}],
+    "item_termsheets": [{"line_item_temp_id": "li-x", "termsheet_temp_id": "ts-x", "unit_price": 2500}],
+}).json()["data"]
+r = c.patch(f"/quotes/{q3['id']}/accept", json={
+    "accepted_termsheets": [{"id": q3["termsheets"][0]["id"],
+                             "schedule_steps": [{"step_no": 1, "due_date": "2026-08-10", "amount": 5000}]}],
+    "item_decisions": [{"line_item_id": q3["line_items"][0]["id"], "status": "chosen", "accepted_termsheet_index": 0, "adjusted_unit_price": 2500}],
+})
+check("q3 accept", r.status_code == 200, r.text[:300])
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "offered"})
+check("PATCH backward accepted->offered (no receipts) -> OK", r.status_code == 200 and r.json()["data"]["status"] == "offered" and r.json()["data"]["accepted_date"] is None, r.text[:300])
+r = c.get(f"/quotes/{q3['id']}", params={"expand": "line_items"})
+check("decisions reset to pending", [li["decision"]["status"] for li in r.json()["data"]["line_items"]] == ["pending"], r.text[:200])
+r = c.get(f"/quotes/{q3['id']}/termsheets")
 check("termsheets demoted to offered", all(t["status"] == "offered" for t in r.json()["data"]), r.text[:200])
-r = c.get(f"/quotes/{qid}", params={"expand": "line_items"})
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "accepted"})
-receipts_kept = all(li.get("receipt") is not None for li in r.json()["data"]["line_items"] if li["decision"])
-check("item_receipts NOT deleted on revert", receipts_kept, r.text[:200])
-
-r = c.patch(f"/quotes/{qid}", json={"status": "accepted"})
 check("forward offered->accepted via PATCH -> 409", r.status_code == 409, r.text[:200])
-
+r = c.patch(f"/quotes/{q3['id']}/reject", json={"reason": "قیمت بالا"})
-# ---------- reject / expire ----------
-r = c.patch(f"/quotes/{qid}/reject", json={"reason": "قیمت بالا"})
 check("PATCH reject", r.status_code == 200 and r.json()["data"]["status"] == "rejected", r.text[:200])
-r = c.get(f"/quotes/{qid}/events")
+r = c.get(f"/quotes/{q3['id']}/events")
 check("reject reason in event payload", any(e["event_type"] == "rejected" and e["payload"].get("reason") == "قیمت بالا" for e in r.json()["data"]))
-
+r = c.patch(f"/quotes/{q3['id']}", json={"status": "offered"})
-r = c.patch(f"/quotes/{qid}", json={"status": "offered"})
 check("rejected->offered reopen", r.status_code == 200 and r.json()["data"]["status"] == "offered", r.text[:200])
-r = c.patch(f"/quotes/{qid}/expire")
+r = c.patch(f"/quotes/{q3['id']}/expire")
 check("PATCH expire", r.status_code == 200 and r.json()["data"]["status"] == "expired", r.text[:200])
-r = c.delete(f"/quotes/{qid}")
+r = c.delete(f"/quotes/{q3['id']}")
-check("DELETE expired quote", r.status_code == 200 and r.json()["data"]["cascaded"]["line_items"] == 3, r.text[:300])
+check("DELETE expired quote", r.status_code == 200 and r.json()["data"]["cascaded"]["line_items"] == 1, r.text[:300])
 
 # ---------- files ----------
 q2 = c.post("/quotes", json={"supplier_id": sup["id"], "project_id": proj["id"],
@@ -269,8 +333,13 @@ q2 = c.post("/quotes", json={"supplier_id": sup["id"], "project_id": proj["id"],
 files = {"file": ("proforma.pdf", b"%PDF-1.4 test", "application/pdf")}
 r = c.post(f"/quotes/{q2['id']}/proforma", files=files)
 check("POST proforma (any status)", r.status_code == 201 and r.json()["data"]["file_name"] == "proforma.pdf", r.text[:200])
+# current contract: attachments are allowed in EVERY status (files.py) —
+# the invoice can be attached from the edit page at any time
 r = c.post(f"/quotes/{q2['id']}/invoice", files=files)
-check("POST invoice on offered -> 409", r.status_code == 409, r.text[:200])
+check("POST invoice on offered (any-status contract)", r.status_code == 201, r.text[:200])
+inv_id = r.json()["data"]["id"]
+r = c.delete(f"/quotes/{q2['id']}/invoice/{inv_id}")
+check("DELETE test invoice", r.status_code == 200, r.text[:200])
 r = c.get(f"/quotes/{q2['id']}/proforma")
 lst = r.json()["data"]
 check("GET proforma list has 1", r.status_code == 200 and len(lst) == 1, r.text[:200])
@@ -282,8 +351,8 @@ check("DELETE proforma by id", r.status_code == 200 and r.json()["data"]["delete
 r = c.get(f"/quotes/{q2['id']}/proforma")
 check("GET proforma list empty after delete", r.status_code == 200 and r.json()["data"] == [], r.text[:200])
 
-# cleanup test material + supplier + project
+# ---------- cleanup ----------
-# q2 still references supplier/project/material -> all deletes must be blocked
+# q2 (offered) is deletable; qid is a receipts-protected artifact that stays.
 r = c.delete(f"/suppliers/{sup['id']}")
 check("DELETE supplier with quotes -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/projects/{proj['id']}")
@@ -291,14 +360,15 @@ check("DELETE project with quotes -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/materials/{material['id']}")
 check("DELETE material with line_items -> 409", r.status_code == 409, r.text[:200])
 
-r = c.delete(f"/quotes/{q2['id']}")  # q2 still references the test material
+r = c.delete(f"/quotes/{q2['id']}")
 check("cleanup: DELETE q2 quote", r.status_code == 200, r.text[:200])
+# qid (arrived, receipt-protected) still references everything -> protected
 r = c.delete(f"/materials/{material['id']}")
-check("DELETE material (no line_items refs)", r.status_code == 200, r.text[:200])
+check("DELETE material (still referenced by receipt-protected quote) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/suppliers/{sup['id']}")
-check("DELETE supplier (no quotes) -> 200", r.status_code == 200, r.text[:200])
+check("DELETE supplier (still referenced) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/projects/{proj['id']}")
-check("DELETE project (no quotes) -> 200", r.status_code == 200, r.text[:200])
+check("DELETE project (still referenced) -> 409", r.status_code == 409, r.text[:200])
 r = c.delete(f"/unit-conversions/{uc['id']}")
 check("DELETE unit-conversion", r.status_code == 200)
 r = c.delete(f"/standard-conversions/{sc_id}")

bot/.env.example

@@ -0,0 +1,28 @@
+# Bale Bot API — token from Bale's BotFather (required)
+PROCUREMENT_BOT_BOT_TOKEN=
+PROCUREMENT_BOT_BALE_API_BASE=https://tapi.bale.ai
+
+# ERP procurement API (in Docker: http://api:8000/api/v1)
+PROCUREMENT_BOT_API_BASE_URL=http://localhost:8000/api/v1
+PROCUREMENT_BOT_DATABASE_URL=postgresql+asyncpg://postgres:postgres@localhost:5432/procurement
+
+# LLM provider — any OpenAI-compatible endpoint (JSON-mode chat completions)
+PROCUREMENT_BOT_AI_BASE_URL=https://api.deepseek.com
+PROCUREMENT_BOT_AI_API_KEY=
+PROCUREMENT_BOT_LLM_MODEL=deepseek-flash
+
+# STT provider — must expose POST /audio/transcriptions.
+# Falls back to AI_* when unset. DeepSeek has no audio API, so voice needs
+# its own whisper-compatible provider (OpenAI, GLM, self-hosted faster-whisper…).
+PROCUREMENT_BOT_STT_BASE_URL=
+PROCUREMENT_BOT_STT_API_KEY=
+PROCUREMENT_BOT_STT_MODEL=whisper-1
+PROCUREMENT_BOT_STT_LANGUAGE=fa
+
+# Bale chat ids allowed without Casdoor linking (comma separated)
+PROCUREMENT_BOT_ADMIN_CHAT_IDS=
+# Optional bearer for the day the ERP starts enforcing auth on procurement routes
+PROCUREMENT_BOT_SERVICE_TOKEN=
+# Drafts older than this are swept into `expired`
+PROCUREMENT_BOT_DRAFT_TTL_HOURS=24
+PROCUREMENT_BOT_LOG_LEVEL=INFO

bot/.gitignore

@@ -0,0 +1,14 @@
+# ---- Env / secrets ----
+.env
+*.local
+
+# ---- Python ----
+__pycache__/
+*.pyc
+*.pyo
+.venv/
+venv/
+
+# ---- OS junk ----
+.DS_Store
+Thumbs.db

bot/Dockerfile

@@ -0,0 +1,23 @@
+# Bale procurement bot — a long-polling worker against tapi.bale.ai.
+# ffmpeg converts Bale voice notes (OGG/Opus) before they are sent to STT.
+FROM python:3.13-slim
+
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1
+
+RUN apt-get update \
+ && apt-get install -y --no-install-recommends ffmpeg \
+ && rm -rf /var/lib/apt/lists/*
+
+WORKDIR /srv/bot
+
+# Dependencies first (layer caching). PIP_INDEX_URL overridable like the api image.
+ARG PIP_INDEX_URL=https://pypi.org/simple
+COPY requirements.txt .
+RUN pip install --no-cache-dir -i ${PIP_INDEX_URL} -r requirements.txt
+
+# Application
+COPY app ./app
+COPY tools ./tools
+
+CMD ["python", "-m", "app.main"]

bot/INTEGRATION-REPORT.md

@@ -0,0 +1,150 @@
+# گزارش ادغام ایجنت هوش مصنوعی با ریپوی ERP
+
+> این سند وضعیت نهایی یکپارچه‌سازی بات تلگرام/بله (procurement AI agent) با پروژه‌ی ERP را
+> توضیح می‌دهد: مشکلی که پیش آمده بود، چه چیزی اصلاح شد، وضعیت فعلی گیت و سرور،
+> نکات امنیتی و نحوه‌ی استفاده. تاریخ آخرین به‌روزرسانی: برنچ `prod-v7`.
+
+---
+
+## ۱. مشکل چی بود؟
+
+سرویس `bot` در `docker-compose.yml` این‌طور تعریف شده بود:
+
+```yaml
+bot:
+  build:
+    context: ./bot        # ← پوشه‌ای که در گیت وجود نداشت!
+  volumes:
+    - ./bot/app:/srv/bot/app
+```
+
+اما:
+
+1. **پوشه‌ی `bot/` هیچ‌وقت کامیت نشده بود** — نه روی `prod-v7` و نه روی هیچ برنچ دیگری.
+2. کد ایجنت در پوشه‌ای به نام `ai procurement/` (با فاصله در نام) زندگی می‌کرد که روی `prod-v7` کامیت شده بود، ولی compose به آن اشاره نمی‌کرد.
+3. روی دستگاه reza.g یک **Windows Junction** (میان‌بر سطح NTFS) به نام `bot` وجود داشت که به `ai procurement` اشاره می‌کرد — به همین دلیل `docker compose build bot` فقط روی ماشین او جواب می‌داد.
+4. خود برنچ `prod-v7` هم `bot/` را در `.gitignore` (خط ۳۳) داشت.
+
+**نتیجه:** روی هر کلون تمیزی از مخزن، `docker compose build bot` شکست می‌خورد —
+همان چیزی که تیم گزارش کرد: «bot/ was never committed — prod-v7's bot is un-buildable from the repo.»
+
+## ۲. راه‌حل اعمال‌شده (راه‌حل شماره ۲)
+
+1. Junction ویندوزی `bot` حذف شد (فقط میان‌بر؛ فایلی از دست نرفت).
+2. پوشه‌ی `ai procurement/` به **`bot/`** تغییر نام یافت — با `git mv`، یعنی
+   **تاریخچه‌ی گیت هر ۴۱ فایل به‌صورت rename خالص حفظ شده** (`R` در گیت، نه حذف/افزودن).
+3. خط `bot/` از `.gitignore` ریشه حذف شد تا پوشه‌ی بات دیگر ignore نشود.
+   (`voice/` سر جایش ماند — نت‌های صوتی رuntimes هستند و نباید کامیت شوند.)
+4. اکنون `docker-compose.yml` **بدون هیچ تغییری** درست کار می‌کند:
+   `context: ./bot` و `./bot/app` دقیقاً به فایل‌های کامیت‌شده اشاره می‌کنند.
+5. همه‌چیز روی برنچ **`prod-v7`** کامیت و پوش شده تا تیم به فایل‌ها دسترسی داشته باشد.
+
+### قواعد ignore فعلی (عمدی)
+
+| مسیر | وضعیت | دلیل |
+|---|---|---|
+| `bot/.env` | ignore (توسط `bot/.gitignore`) | کلیدها و توکن‌ها — هرگز کامیت نمی‌شوند |
+| `bot/__pycache__/` و `*.pyc` | ignore | خروجی runtime پایتون |
+| `voice/` | ignore (ریشه) | فایل‌های صوتی دریافتی از بله در زمان اجرا |
+| `procurement_ai_agent.bundle` و `git_history_backup.zip` | **کامیت‌شده** | بکاپ تاریخچه‌ی اصلی ایجنت (~۲۰۰KB) |
+
+## ۳. وضعیت فعلی گیت (تاریخ این سند)
+
+- برنچ فعال: **`prod-v7`** (محلی و `origin/prod-v7` هم‌SHA).
+- درخت `prod-v7` = کل اپلیکیشن ERP (backend/frontend/…) **به‌علاوه‌ی** `bot/`
+  (کد ایجنت + Dockerfile + docs + integration) + `backend/app/routers/drafts.py`
+  (اندپوینت‌های همگام‌سازی draft بات ↔ ویزارد) + اسکیمای `bot_drafts`.
+- تاریخچه: از production (d69ec7f) یازده کامیت جلوتر — از «feat(drafts): bot_drafts schema»
+  تا «feat(bot,wizard): smart message filtering…».
+- بقیه‌ی برنچ‌های تیم (`prod-v8`، `prod-v9`، `prod_v8`، `production`) **فایل‌های بات را ندارند** —
+  ادغام این برنچ با کار جدید تیم، قدم بعدی جداگانه است (با تأیید تیم).
+
+## ۴. ⚠️ نکته‌ی امنیتی (مهم — اقدام لازم)
+
+در همان `docker-compose.yml`، مقادیر **واقعی** به‌عنوان پیش‌فرض env کامیت و پوش شده‌اند:
+
+```yaml
+PROCUREMENT_BOT_BOT_TOKEN: ${BALE_BOT_TOKEN:-1354444845:yhVMnKZBFuKaU3UW5fP1bHmknEHx99mipWw}
+PROCUREMENT_BOT_AI_API_KEY: ${AI_API_KEY:-sk-a671eab15be846d494bf0839070a3b32}
+```
+
+یعنی توکن بات بله و کلید DeepSeek الان در تاریخچه‌ی مخزن مشترک است و **هر کسی که به ریپو
+دسترسی دارد می‌تواند آن‌ها را ببیند** (`.env` کامیت نشده، ولی این پیش‌فرض‌ها عملاً همان لو رفتن راز است).
+
+اقدامات توصیه‌شده (هنوز انجام نشده — نیاز به تصمیم مالک توکن‌ها):
+
+1. **توکن بات بله را از @BotFather بله باطل و دوباره بسازید** و کلید DeepSeek را rotate کنید.
+2. مقادیر پیش‌فرض را از compose حذف کنید و به‌جای `${VAR:-secret}` از `${VAR:?set VAR}` استفاده کنید
+   (مثل `TRAEFIK_ACME_EMAIL` در compose پروडاکشن) و مقادیر واقعی فقط در `.env` محلی/سرور بمانند.
+3. فایل `bot/.env` را از روی `bot/.env.example` بسازید (نمونه در همان پوشه هست).
+
+## ۵. نحوه‌ی استفاده
+
+### ۵.۱ اجرای کامل استک (شامل بات) — روی هر ماشین
+
+```powershell
+git clone https://git.bennu-api-bahrestan.ir/ali_mohaghegh/ERP.git
+cd ERP
+git checkout prod-v7
+
+# ۱) متغیرهای محیطی بات را بسازید (بدون این، بات توکن ندارد):
+copy bot\.env.example bot\.env      # و مقادیر واقعی را داخلش بگذارید
+#    BALE_BOT_TOKEN=...        توکن بات از بله
+#    AI_API_KEY=...            کلید سرویس LLM
+#    BALE_ADMIN_CHAT_IDS=...   چت‌آیدی مدیران
+
+# ۲) کل استک + بات:
+docker compose up -d --build
+```
+
+سرویس `bot` (کانتینر `procurement-bot`) به‌صورت long-polling به `tapi.bale.ai` وصل می‌شود،
+به `api:8000/api/v1` (همان ERP) و پایگاه‌داده‌ی `procurement` وصل است و
+draft های گفتگو را در جدول `bot_drafts` می‌نویسد.
+
+### ۵.۲ اجرای فقط بات (وقتی استک از قبل بالا است)
+
+```powershell
+docker compose build bot
+docker compose up -d bot
+docker compose logs -f bot
+```
+
+### ۵.۳ جریان کاری کاربر نهایی (بات ↔ ERP)
+
+1. کاربر در بله به بات پیام می‌دهد (متن یا وویس — وویس با STT به متن تبدیل می‌شود).
+2. بات با NLU موجودی/تأمین‌کننده/کالا را استخراج می‌کند و یک **draft** می‌سازد
+   (وضعیت `active` در جدول `bot_drafts`) و کارت پیش‌نمایش با فیلدهای خالی می‌فرستد.
+3. کاربر با دکمه‌ی ✅ تأیید می‌کند؛ بات draft را به ERP کامیت می‌کند
+   (از طریق REST: `POST /api/v1/drafts/{id}/commit` با توکن سرویس).
+4. ویزارد فرانت‌اند همان draft را از `GET /api/v1/drafts` می‌خواند و پیش‌پر می‌کند —
+   همگام‌سازی دوطرفه با ذخیره‌ی خودکار (debounced) بین مرورگر و بات.
+5. ویرایشِ پاسخِ کاربر به کارت قبلی بات هم پشتیبانی می‌شود (reply-based edit، بدون کارت تکراری).
+
+### ۵.۴ تست سریع سلامت
+
+```powershell
+docker compose ps bot                 # باید Up باشد
+docker compose logs bot | Select-Object -Last 20
+# داخل کانتینر:
+docker compose exec bot python -m tools.smoke_test   # اگر توکن ست باشد
+```
+
+### ۵.۵ مسیرهای مهم
+
+| مسیر | محتوا |
+|---|---|
+| `bot/app/` | کد بات (handlers برای quote/material/supplier/decisions، bale client، NLU، STT، sync) |
+| `bot/Dockerfile` | ایمیج `python:3.13-slim` + ffmpeg (برای وویس) |
+| `bot/docs/SETUP.md` | راه‌اندازی جزئی‌تر ایجنت |
+| `bot/integration/` | طرح ادغام: نمونه سرویس compose + پچ `X-Actor-Id` |
+| `backend/app/routers/drafts.py` | REST drafts (سمت ERP) |
+| `bot/procurement_ai_agent.bundle` و `bot/git_history_backup.zip` | بکاپ تاریخچه‌ی مستقل قبلی ایجنت |
+
+## ۶. نکات باقی‌مانده برای تیم
+
+- **ادغام با برنچ‌های جدید تیم:** فایل‌های بات فقط روی `prod-v7` هستند؛ `prod-v8`/`prod-v9`
+  آن‌ها را ندارند. برای رسیدن به استقرار نهایی، این برنچ باید با کار تیم merge شود.
+- **سرویس bot در `docker-compose.prod.yml` و `docker-compose.coolify.yml` نیست** —
+  برای استقرار سرور باید به overlay پروڈ اضافه شود (یا از همان base compose استفاده شود).
+- نام قدیمی `ai procurement` در برخی مستندات (`bot/docs/SETUP.md`، `bot/integration/`)
+  ممکن است هنوز دیده شود — محتوایی است و عملکردی تحت تأثیر نیست.

bot/README.md

@@ -0,0 +1,120 @@
+# procurement_ai_agent — Bale chatbot for the procurement ERP
+
+A **Bale messenger bot** that turns Persian **chat messages and voice notes**
+into procurement actions in the
+[procurement ERP](https://git.bennu-api-bahrestan.ir/ali_mohaghegh/ERP) —
+draft-first: it captures what it understood, tells you **what it did** and
+**what is still empty**, and **commits only after you approve** with a ✅ button.
+
+```
+you (Bale, text/voice)                      ┌─────────────────────────────────┐
+        │  getUpdates (long poll)           │        procurement_ai_agent     │
+        ▼                                   │  ffmpeg → STT (Persian)         │
+┌──────────────────┐   POST {base}/bot<T>    │  LLM → intent + entities        │
+│   tapi.bale.ai   │◄───────────────────────►│  fuzzy resolve → draft payload  │
+└──────────────────┘   sendMessage / buttons │  review + «چه چیزهایی خالی مونده»│
+                                             └───────────────┬─────────────────┘
+                                                             │ HTTP + X-Actor-Id
+                                                             ▼
+                                             ┌─────────────────────────────────┐
+                                             │   ERP api  (/api/v1)            │
+                                             │   quotes · suppliers · materials│
+                                             └─────────────────────────────────┘
+```
+
+## What it can do
+
+| Activity | Example (voice or text) | Committed via |
+|---|---|---|
+| Register a supplier quote | «سازان نو برای پروژه برج آسمان ۵۰۰ کیلو میلگرد A3 سایز ۱۴، هر کیلو ۴۵ تومن، پرداخت ۳ فاز» | `POST /quotes` |
+| Add a supplier | «تأمین‌کننده جدید پروفیل بر، دسته لوله و اتصالات، تلفن ۰۹۱۲…» | `POST /suppliers` |
+| Add a material | «کالای جدید میلگرد A3 سایز ۱۸ با واحد کیلوگرم» | `POST /materials` |
+| Status queries | «استعلام‌های در انتظار؟» / «کدام‌ها به‌زودی منقضی می‌شوند؟» | `GET /quotes?…` |
+| Accept a quote | «استعلام سازان نو را قبول کن» | `PATCH /quotes/{id}/accept` |
+| Announce a delivery | «اقلام سازان نو رسید، ۵۰۰ و ۲۰۰» | `PATCH /quotes/{id}/arrive-items` |
+
+### The draft → approve loop
+
+1. Send a message or voice note. Voice → ffmpeg → STT; text/STT text → LLM
+   extracts a typed **intent + entities** (JSON mode, Persian digits
+   normalized).
+2. Names are fuzzy-matched against the ERP. Several candidates → inline
+   **pick buttons**; no match → listed as missing.
+3. The bot replies with a **review card**: everything captured + a
+   ✅/⚠️/❌ list of what is still empty.
+4. Keep chatting to refine («قیمت میلگرد ۴۷ شد») — the open draft updates and
+   re-renders. Drafts survive bot restarts (postgres-backed, TTL-swept).
+5. **Nothing is written to the ERP until you tap ✅.** After commit you get the
+   created quote id and the fields left empty.
+
+### Team access & attribution
+
+Each member links their Bale chat once: `/start` → Casdoor username → password
+(validated via the ERP's real `POST /auth/login`, used once, never stored).
+Every mutating call carries `X-Actor-Id: <users.id>` so `quote_events.actor`
+records the **human** who asked.
+
+Commands: `/start` · `/help` · `/drafts` · `/cancel` · `/whoami` · `/unlink`
+
+## Quick start (Docker)
+
+```bash
+cp .env.example .env          # fill PROCUREMENT_BOT_BOT_TOKEN + AI_API_KEY
+docker build -t procurement-ai-agent .
+docker run -d --name procurement-bot --env-file .env \
+  --add-host host.docker.internal:host-gateway \
+  procurement-ai-agent
+docker logs -f procurement-bot
+```
+
+Or as part of the ERP stack — see [`integration/`](integration/README.md)
+(compose service + the one tiny ERP-side patch).
+
+Full setup, env-var reference, flows and troubleshooting:
+**[docs/SETUP.md](docs/SETUP.md)**.
+
+## Architecture
+
+```
+app/
+├── main.py          ensure bot tables → sweeper task → getUpdates long-poll loop
+├── config.py        pydantic-settings, PROCUREMENT_BOT_ prefix
+├── bale/client.py   Telegram-compatible Bale API (poll, send, edit, buttons, files)
+├── api/client.py    ERP /api/v1 client (X-Actor-Id attribution, error envelope)
+├── stt.py           ffmpeg (OGG/Opus → MP3) → OpenAI-compatible /audio/transcriptions
+├── nlu.py           Persian intent+entity extraction (JSON-mode chat completions)
+├── resolve.py       fuzzy name→id matching (difflib over ilike search), TTL caches
+├── drafts.py        draft store · QuoteCreate payload builder · missing-field logic
+├── keyboards.py     inline keyboards (callback_data ≤ 64 B op-codes)
+├── texts.py         Persian message templates
+├── runtime.py       context, link store, in-memory pending flows
+├── models.py        bot_links / bot_drafts / bot_messages / bot_meta (own schema)
+└── handlers/        dispatch · commands · callbacks · links ·
+                     quote · supplier · material · queries · decisions
+```
+
+Design notes:
+
+- **Telegram-compatible Bale API** (`tapi.bale.ai`): getUpdates long polling —
+  no public port, no webhook, resumable offset persisted across restarts.
+- **Draft-first**: `bot_drafts.payload` holds a talking-friendly JSON that is
+  converted into the exact `POST /quotes` request body (temp_id
+  cross-references) only on approval; the API deliberately tolerates
+  incomplete quotes, so partial commits are explicit, never accidental.
+- **Accept flow echoes the termsheet's existing `schedule_steps`** back to
+  `PATCH /quotes/{id}/accept` (the API replaces steps with what it receives).
+- **Persian-aware matching**: Persian/Arabic digit normalization, ZWNJ folding,
+  Arabic ya/ka folding, difflib ranking on top of the API's ilike search.
+- **Voice notes** arrive as OGG/Opus; ffmpeg converts to mono 16 kHz MP3 before
+  STT. The LLM provider and the STT provider are configured independently
+  (e.g. DeepSeek for NLU + any whisper-compatible endpoint for voice).
+
+## Testing
+
+An offline end-to-end harness stubs Bale/ERP/AI and drives the real handler
+pipeline with fake updates — no token, DB or API key needed:
+
+```bash
+pip install -r requirements.txt
+python tools/smoke_test.py     # → ALL PASSED: 48 passed
+```

bot/app/__init__.py

@@ -0,0 +1,2 @@
+"""Bale procurement chatbot — drafts ERP actions from chat text/voice,
+reports what it captured + what is missing, and commits only on approval."""

bot/app/api/__init__.py

@@ -0,0 +1 @@
+"""ERP API client — the only way the bot touches procurement data."""

bot/app/api/client.py

@@ -0,0 +1,150 @@
+"""Async client for the procurement API (/api/v1).
+
+Attribution: every call carries ``X-Actor-Id`` (the linked ERP user id) so
+``quote_events.actor`` records the human who asked, not the bot. A service
+bearer token is sent when configured (procurement endpoints are currently
+open — the slot is for the day auth lands).
+"""
+import logging
+from typing import Any
+
+import httpx
+
+logger = logging.getLogger("bot.api")
+
+
+class ApiError(Exception):
+    def __init__(self, status: int, code: str, message: str, field: str | None = None):
+        super().__init__(message)
+        self.status = status
+        self.code = code
+        self.message = message
+        self.field = field
+
+
+class ErpClient:
+    def __init__(self, base_url: str, timeout: float = 30.0, service_token: str = ""):
+        self._base = base_url.rstrip("/")
+        self._timeout = timeout
+        self._service_token = service_token
+
+    def _actor_headers(self, actor_id: str | None, actor_name: str | None) -> dict:
+        headers: dict[str, str] = {}
+        if self._service_token:
+            headers["Authorization"] = f"Bearer {self._service_token}"
+        if actor_id:
+            headers["X-Actor-Id"] = actor_id
+        return headers
+
+    async def _request(self, method: str, path: str, *, actor_id: str | None = None,
+                       json: Any = None, params: dict | None = None) -> Any:
+        url = f"{self._base}{path}"
+        async with httpx.AsyncClient(timeout=self._timeout) as client:
+            try:
+                resp = await client.request(
+                    method, url, json=json, params=params, headers=self._actor_headers(actor_id, None)
+                )
+            except httpx.HTTPError as exc:
+                raise ApiError(0, "NETWORK", f"ERP API unreachable: {exc}") from exc
+        if resp.status_code in (200, 201):
+            return resp.json()
+        try:
+            err = resp.json().get("error") or {}
+        except ValueError:
+            err = {}
+        raise ApiError(
+            resp.status_code,
+            str(err.get("code") or "INTERNAL_ERROR"),
+            str(err.get("message") or f"HTTP {resp.status_code}"),
+            err.get("field"),
+        )
+
+    # ------------------------------------------------------------------ auth
+
+    async def login(self, username: str, password: str) -> dict:
+        body = await self._request("POST", "/auth/login", json={"username": username, "password": password})
+        return body.get("data") or {}
+
+    # ---------------------------------------------------------------- lookup
+
+    async def list_suppliers(self, q: str | None = None, page_size: int = 20) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/suppliers", params=params)).get("data") or []
+
+    async def create_supplier(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/suppliers", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def list_materials(self, q: str | None = None, page_size: int = 20) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/materials", params=params)).get("data") or []
+
+    async def create_material(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/materials", json=payload, actor_id=actor_id)).get("data") or []
+
+    async def list_units(self, q: str | None = None, page_size: int = 100) -> list[dict]:
+        params: dict = {"page_size": page_size}
+        if q:
+            params["q"] = q
+        return (await self._request("GET", "/units", params=params)).get("data") or []
+
+    async def list_projects(self, page_size: int = 100) -> list[dict]:
+        return (await self._request("GET", "/projects", params={"page_size": page_size})).get("data") or []
+
+    async def list_categories(self, page_size: int = 100) -> list[dict]:
+        return (await self._request("GET", "/material-categories", params={"page_size": page_size})).get("data") or []
+
+    # ---------------------------------------------------------------- quotes
+
+    async def list_quotes(self, *, status: str | None = None, q: str | None = None,
+                          expand: str | None = None, sort: str | None = None,
+                          page: int = 1, page_size: int = 10) -> tuple[list[dict], dict]:
+        params: dict = {"page": page, "page_size": page_size}
+        if status:
+            params["status"] = status
+        if q:
+            params["q"] = q
+        if expand:
+            params["expand"] = expand
+        if sort:
+            params["sort"] = sort
+        body = await self._request("GET", "/quotes", params=params)
+        return body.get("data") or [], body.get("meta") or {}
+
+    async def get_quote(self, quote_id: str, expand: str | None = None, actor_id: str | None = None) -> dict:
+        params = {"expand": expand} if expand else None
+        return (await self._request("GET", f"/quotes/{quote_id}", params=params, actor_id=actor_id)).get("data") or {}
+
+    async def create_quote(self, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("POST", "/quotes", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def accept_quote(self, quote_id: str, payload: dict, actor_id: str | None = None) -> dict:
+        path = f"/quotes/{quote_id}/accept"
+        return (await self._request("PATCH", path, json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def arrive_quote(self, quote_id: str, actor_id: str | None = None) -> dict:
+        return (await self._request("PATCH", f"/quotes/{quote_id}/arrive", actor_id=actor_id)).get("data") or {}
+
+    async def arrive_items(self, quote_id: str, payload: dict, actor_id: str | None = None) -> dict:
+        return (await self._request("PATCH", f"/quotes/{quote_id}/arrive-items", json=payload, actor_id=actor_id)).get("data") or {}
+
+    async def reject_quote(self, quote_id: str, reason: str | None = None, actor_id: str | None = None) -> dict:
+        return (await self._request(
+            "PATCH", f"/quotes/{quote_id}/reject", json={"reason": reason} if reason else None, actor_id=actor_id
+        )).get("data") or {}
+
+    async def upload_quote_file(self, quote_id: str, kind: str, file_name: str, content: bytes,
+                                mime_type: str = "application/pdf", actor_id: str | None = None) -> dict:
+        url = f"{self._base}/quotes/{quote_id}/{kind}"
+        files = {"file": (file_name, content, mime_type)}
+        async with httpx.AsyncClient(timeout=self._timeout) as client:
+            try:
+                resp = await client.post(url, files=files, headers=self._actor_headers(actor_id, None))
+                if resp.status_code in (200, 201):
+                    return resp.json()
+            except Exception as e:
+                logger.warning("Failed to upload quote attachment to ERP: %s", e)
+        return {}

bot/app/bale/__init__.py

@@ -0,0 +1 @@
+"""Bale Bot API client (Telegram-compatible surface at tapi.bale.ai)."""

bot/app/bale/client.py

@@ -0,0 +1,177 @@
+"""Thin async client for the Bale Bot API.
+
+Bale's bot surface is a Telegram Bot API clone: ``POST {base}/bot{token}/{method}``
+and file downloads at ``{base}/file/bot{token}/{file_path}``. Long polling via
+``getUpdates`` avoids any webhook/TLS setup on the server.
+
+HTML parse_mode is requested first; if Bale rejects it for a given payload we
+transparently retry as plain text so messages never get lost.
+"""
+import asyncio
+import logging
+
+import httpx
+
+logger = logging.getLogger("bot.bale")
+
+REPLY_MARKUP = "reply_markup"
+
+
+class BaleError(Exception):
+    def __init__(self, description: str, error_code: int | None = None):
+        super().__init__(description)
+        self.description = description
+        self.error_code = error_code
+
+
+class BaleClient:
+    def __init__(self, base_url: str, token: str, timeout: float = 60.0):
+        self._base = base_url.rstrip("/")
+        self._token = token
+        self._timeout = timeout
+
+    # ------------------------------------------------------------------ core
+
+    def _method_url(self, method: str) -> str:
+        return f"{self._base}/bot{self._token}/{method}"
+
+    def _file_url(self, file_path: str) -> str:
+        return f"{self._base}/file/bot{self._token}/{file_path.lstrip('/')}"
+
+    async def _call(self, method: str, payload: dict | None = None, timeout: float | None = None) -> dict:
+        async with httpx.AsyncClient(timeout=timeout or self._timeout) as client:
+            try:
+                resp = await client.post(self._method_url(method), json=payload or {})
+            except httpx.HTTPError as exc:
+                raise BaleError(f"network error calling {method}: {exc}") from exc
+        try:
+            body = resp.json()
+        except ValueError as exc:
+            raise BaleError(f"non-JSON response for {method} (HTTP {resp.status_code})") from exc
+        if not body.get("ok"):
+            raise BaleError(str(body.get("description") or "unknown bale error"), resp.status_code)
+        return body.get("result")
+
+    # ------------------------------------------------------------- receiving
+
+    async def get_updates(self, offset: int, timeout_seconds: int) -> list[dict]:
+        """Long poll. ``timeout_seconds=0`` returns immediately (drain mode)."""
+        result = await self._call(
+            "getUpdates",
+            {"offset": offset, "timeout": timeout_seconds, "allowed_updates": ["message", "callback_query"]},
+            timeout=timeout_seconds + 15,
+        )
+        return result or []
+
+    # -------------------------------------------------------------- sending
+
+    async def send_message(self, chat_id: int, text: str, reply_markup: dict | None = None,
+                           reply_to: int | None = None) -> dict:
+        payload: dict = {"chat_id": chat_id, "text": text[:4000]}
+        if reply_markup:
+            payload[REPLY_MARKUP] = reply_markup
+        if reply_to:
+            payload["reply_to_message_id"] = reply_to
+        return await self._call("sendMessage", payload)
+
+    async def edit_message_text(self, chat_id: int, message_id: int, text: str,
+                                reply_markup: dict | None = None) -> dict:
+        payload: dict = {"chat_id": chat_id, "message_id": message_id, "text": text[:4000]}
+        if reply_markup:
+            payload[REPLY_MARKUP] = reply_markup
+        return await self._call("editMessageText", payload)
+
+    async def delete_message(self, chat_id: int, message_id: int) -> bool:
+        payload: dict = {"chat_id": chat_id, "message_id": message_id}
+        try:
+            return bool(await self._call("deleteMessage", payload))
+        except BaleError as exc:
+            logger.warning("deleteMessage failed for chat %s msg %s: %s", chat_id, message_id, exc)
+            return False
+        except Exception as exc:
+            logger.warning("unexpected error in deleteMessage for chat %s msg %s: %s", chat_id, message_id, exc)
+            return False
+
+    async def answer_callback_query(self, callback_query_id: str, text: str | None = None) -> None:
+        payload: dict = {"callback_query_id": callback_query_id}
+        if text:
+            payload["text"] = text[:200]
+        try:
+            await self._call("answerCallbackQuery", payload)
+        except BaleError as exc:
+            logger.warning("answerCallbackQuery failed: %s", exc)
+
+    async def send_chat_action(self, chat_id: int, action: str = "typing") -> None:
+        try:
+            await self._call("sendChatAction", {"chat_id": chat_id, "action": action})
+        except BaleError as exc:
+            logger.debug("sendChatAction failed: %s", exc)
+
+    # ---------------------------------------------------------------- files
+
+    async def get_file(self, file_id: str) -> dict:
+        return await self._call("getFile", {"file_id": file_id})
+
+    async def download_file(self, file_id: str) -> bytes:
+        """Resolve a file_id to bytes (getFile → file_path → download URL)."""
+        info = await self.get_file(file_id)
+        file_path = info.get("file_path")
+        if not file_path:
+            raise BaleError("getFile returned no file_path")
+        async with httpx.AsyncClient(timeout=120) as client:
+            resp = await client.get(self._file_url(file_path))
+            resp.raise_for_status()
+            return resp.content
+
+
+async def poll_loop(client: BaleClient, on_update, offset_key: str = "bale_offset") -> None:
+    """Long-poll supervisor: resumable offset, one update at a time, never dies.
+
+    ``on_update`` must be an async callable receiving the raw update dict.
+    """
+    from app.db import SessionLocal
+    from app.models import BotMeta
+
+    async def load_offset() -> int:
+        async with SessionLocal() as session:
+            row = (await session.execute(
+                __import__("sqlalchemy").select(BotMeta.value).where(BotMeta.key == offset_key)
+            )).scalar()
+        return int(row) if row else 0
+
+    async def save_offset(value: int) -> None:
+        from sqlalchemy.dialects.postgresql import insert as pg_insert
+
+        async with SessionLocal() as session:
+            stmt = pg_insert(BotMeta).values(key=offset_key, value=str(value))
+            stmt = stmt.on_conflict_do_update(index_elements=[BotMeta.key], set_={"value": str(value)})
+            await session.execute(stmt)
+            await session.commit()
+
+    offset = await load_offset()
+    if offset == 0:
+        # Skip any backlog accumulated while the bot was down: peek once
+        # without waiting and jump straight to the newest update.
+        backlog = await client.get_updates(0, 0)
+        if backlog:
+            offset = max(u["update_id"] for u in backlog) + 1
+
+    logger.info("polling started (offset=%s)", offset)
+    while True:
+        try:
+            updates = await client.get_updates(offset, 25)
+            for update in updates:
+                offset = max(offset, update["update_id"] + 1)
+                await save_offset(offset)
+                try:
+                    await on_update(update)
+                except Exception:
+                    logger.exception("handler crashed on update %s", update.get("update_id"))
+        except asyncio.CancelledError:
+            raise
+        except BaleError as exc:
+            logger.warning("poll error: %s", exc)
+            await asyncio.sleep(3)
+        except Exception:
+            logger.exception("unexpected poll error")
+            await asyncio.sleep(3)

bot/app/config.py

@@ -0,0 +1,148 @@
+"""Bot configuration.
+
+All settings can be overridden with environment variables prefixed with
+``PROCUREMENT_BOT_`` (e.g. ``PROCUREMENT_BOT_BOT_TOKEN=...``) or a local
+``.env`` file. Docker/compose passes them in directly (same convention as
+the api service's ``PROCUREMENT_*`` prefix).
+"""
+from pydantic_settings import BaseSettings, SettingsConfigDict
+
+
+class Settings(BaseSettings):
+    model_config = SettingsConfigDict(
+        env_prefix="PROCUREMENT_BOT_",
+        env_file=".env",
+        env_file_encoding="utf-8",
+        extra="ignore",
+    )
+
+    # Bale Bot API — Telegram-compatible clone hosted at tapi.bale.ai.
+    BALE_API_BASE: str = "https://tapi.bale.ai"
+    BOT_TOKEN: str = ""  # from Bale's BotFather
+    POLL_TIMEOUT_SECONDS: int = 25  # getUpdates long-poll window
+    POLL_ERROR_SLEEP_SECONDS: float = 3.0
+
+    # ERP API (in-network service URL inside Docker).
+    API_BASE_URL: str = "http://localhost:8000/api/v1"
+    API_TIMEOUT_SECONDS: float = 30.0
+    # Optional bearer for the day procurement endpoints start enforcing auth.
+    SERVICE_TOKEN: str = ""
+
+    # Frontend URL (for opening Wizard from Bale bot)
+    FRONTEND_URL: str = "http://localhost:8081"
+
+    # Security token for standalone wizard review URL
+    DRAFT_TOKEN_SECRET: str = "procurement-draft-secret-change-in-prod-v7"
+    DRAFT_TOKEN_EXPIRE_SECONDS: int = 7200  # 2 hours
+
+    # Persistent storage directory for draft attachments (proformas)
+    ATTACHMENTS_DIR: str = "data/attachments/proformas"
+
+    # OpenAI-compatible AI provider (LLM), e.g. OpenAI / GLM / DeepSeek / OpenRouter.
+    AI_BASE_URL: str = ""  # e.g. https://api.openai.com/v1
+    AI_API_KEY: str = ""
+    LLM_MODEL: str = "gpt-4o-mini"
+    LLM_TIMEOUT_SECONDS: float = 60.0
+
+    # STT providers — support multiple models/APIs in parallel.
+    # 1. JSON list: [{"name": "m1", "base_url": "...", "api_key": "...", "model": "..."}, ...]
+    STT_PROVIDERS_JSON: str = ""
+
+    # 2. Individual provider variables (up to 3 distinct STT models)
+    STT_PROVIDER_1_NAME: str = "model-1"
+    STT_PROVIDER_1_BASE_URL: str = ""
+    STT_PROVIDER_1_API_KEY: str = ""
+    STT_PROVIDER_1_MODEL: str = ""
+    STT_PROVIDER_1_LANGUAGE: str = "fa"
+
+    STT_PROVIDER_2_NAME: str = "model-2"
+    STT_PROVIDER_2_BASE_URL: str = ""
+    STT_PROVIDER_2_API_KEY: str = ""
+    STT_PROVIDER_2_MODEL: str = ""
+    STT_PROVIDER_2_LANGUAGE: str = "fa"
+
+    STT_PROVIDER_3_NAME: str = "model-3"
+    STT_PROVIDER_3_BASE_URL: str = ""
+    STT_PROVIDER_3_API_KEY: str = ""
+    STT_PROVIDER_3_MODEL: str = ""
+    STT_PROVIDER_3_LANGUAGE: str = "fa"
+
+    # Legacy single STT provider fallback:
+    STT_BASE_URL: str = ""
+    STT_API_KEY: str = ""
+    STT_MODEL: str = "whisper-1"
+    STT_LANGUAGE: str = "fa"
+
+    @property
+    def stt_base_url(self) -> str:
+        return self.STT_BASE_URL or self.AI_BASE_URL
+
+    @property
+    def stt_api_key(self) -> str:
+        return self.STT_API_KEY or self.AI_API_KEY
+
+    @property
+    def stt_providers(self) -> list[dict]:
+        import json
+        if self.STT_PROVIDERS_JSON:
+            try:
+                data = json.loads(self.STT_PROVIDERS_JSON)
+                if isinstance(data, list) and len(data) > 0:
+                    return data
+            except Exception:
+                pass
+
+        # Check explicit STT_PROVIDER_1 / 2 / 3
+        custom_list: list[dict] = []
+        for idx in (1, 2, 3):
+            b_url = getattr(self, f"STT_PROVIDER_{idx}_BASE_URL")
+            key = getattr(self, f"STT_PROVIDER_{idx}_API_KEY")
+            model = getattr(self, f"STT_PROVIDER_{idx}_MODEL")
+            name = getattr(self, f"STT_PROVIDER_{idx}_NAME")
+            lang = getattr(self, f"STT_PROVIDER_{idx}_LANGUAGE") or "fa"
+            if b_url and key:
+                custom_list.append({
+                    "name": name or f"model-{idx}",
+                    "base_url": b_url,
+                    "api_key": key,
+                    "model": model or self.STT_MODEL,
+                    "language": lang,
+                    "timeout": 30.0,
+                })
+        if custom_list:
+            return custom_list
+
+        # Fallback to single legacy STT provider if set
+        if self.stt_base_url and self.stt_api_key:
+            return [{
+                "name": "default",
+                "base_url": self.stt_base_url,
+                "api_key": self.stt_api_key,
+                "model": self.STT_MODEL,
+                "language": self.STT_LANGUAGE,
+                "timeout": 30.0,
+            }]
+        return []
+
+    # PostgreSQL — same instance/database as the api service.
+    DATABASE_URL: str = "postgresql+asyncpg://postgres:postgres@localhost:5432/procurement"
+
+    # Chats that may use the bot without Casdoor linking (comma separated).
+    ADMIN_CHAT_IDS: str = ""
+
+    # Drafts older than this are marked expired by the sweeper loop.
+    DRAFT_TTL_HOURS: int = 24
+
+    LOG_LEVEL: str = "INFO"
+
+    @property
+    def admin_chat_ids(self) -> set[int]:
+        out: set[int] = set()
+        for part in self.ADMIN_CHAT_IDS.replace(";", ",").split(","):
+            part = part.strip()
+            if part.isdigit():
+                out.add(int(part))
+        return out
+
+
+settings = Settings()

bot/app/db.py

@@ -0,0 +1,7 @@
+"""Async engine/session for the bot's own tables (same postgres as the api)."""
+from sqlalchemy.ext.asyncio import async_sessionmaker, create_async_engine
+
+from app.config import settings
+
+engine = create_async_engine(settings.DATABASE_URL, pool_pre_ping=True)
+SessionLocal = async_sessionmaker(engine, expire_on_commit=False)

bot/app/db_init.py

@@ -0,0 +1,81 @@
+"""Idempotent DDL for the bot's own tables (mirrors the api's init_db.py
+convention — the ORM never creates tables; this script does, IF NOT EXISTS).
+"""
+import logging
+
+from sqlalchemy import text
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from app.models import Base
+
+logger = logging.getLogger("bot.db_init")
+
+DDL = [
+    """
+    CREATE TABLE IF NOT EXISTS bot_links (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT UNIQUE NOT NULL,
+        user_id UUID,
+        casdoor_username TEXT,
+        display_name TEXT,
+        role VARCHAR(32),
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_links_chat_id ON bot_links (chat_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_drafts (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT NOT NULL,
+        kind VARCHAR(16) NOT NULL,
+        payload JSONB NOT NULL DEFAULT '{}'::jsonb,
+        missing JSONB,
+        status VARCHAR(16) NOT NULL DEFAULT 'active',
+        source VARCHAR(16),
+        source_message_id BIGINT,
+        review_message_id BIGINT,
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_id ON bot_drafts (chat_id)",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_chat_status ON bot_drafts (chat_id, status)",
+    "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS last_bale_update_at TIMESTAMPTZ",
+    "ALTER TABLE bot_drafts ADD COLUMN IF NOT EXISTS source_message_id BIGINT",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_review_msg ON bot_drafts (review_message_id)",
+    "CREATE INDEX IF NOT EXISTS ix_bot_drafts_source_msg ON bot_drafts (source_message_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_messages (
+        id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+        chat_id BIGINT NOT NULL,
+        direction VARCHAR(4) NOT NULL,
+        kind VARCHAR(16) NOT NULL DEFAULT 'text',
+        body TEXT,
+        payload JSONB,
+        created_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+    "CREATE INDEX IF NOT EXISTS ix_bot_messages_chat_id ON bot_messages (chat_id)",
+    """
+    CREATE TABLE IF NOT EXISTS bot_meta (
+        key VARCHAR(64) PRIMARY KEY,
+        value TEXT,
+        updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
+    )
+    """,
+]
+
+
+async def ensure_bot_tables(session: AsyncSession) -> None:
+    for stmt in DDL:
+        await session.execute(text(stmt))
+    await session.commit()
+    logger.info("bot tables ready")
+
+
+async def ensure_schema() -> None:
+    from app.db import SessionLocal
+
+    async with SessionLocal() as session:
+        await ensure_bot_tables(session)

bot/app/drafts.py

@@ -0,0 +1,482 @@
+"""Draft store + payload/missing-field logic.
+
+A draft's ``payload`` is a talking-friendly JSON the bot keeps refining. When
+the user approves, ``build_quote_payload`` converts it into the exact
+``POST /quotes`` request body (temp_ids cross-referencing line items,
+termsheets and prices).
+
+Resolution state lives inside the payload:
+  payload["supplier_id"], payload["project_id"],
+  item["material_id"], item["unit_id"], item["unit_explicit"],
+  payload["options"][field] = candidate list shown as pick-buttons.
+"""
+import difflib
+import uuid
+from datetime import datetime, timedelta, timezone
+
+from sqlalchemy import cast, func, select, String, update
+
+from app.db import SessionLocal
+from app.models import BotDraft
+from app.nlu import normalize_text
+
+KIND_QUOTE = "quote"
+KIND_SUPPLIER = "supplier"
+KIND_MATERIAL = "material"
+
+
+# ---------------------------------------------------------------------------
+# Store
+# ---------------------------------------------------------------------------
+
+async def create(chat_id: int, kind: str, payload: dict, source: str | None = None,
+                 source_message_id: int | None = None) -> BotDraft:
+    async with SessionLocal() as session:
+        draft = BotDraft(
+            chat_id=chat_id,
+            kind=kind,
+            payload=payload,
+            source=source,
+            source_message_id=source_message_id,
+        )
+        session.add(draft)
+        await session.commit()
+        await session.refresh(draft)
+        return draft
+
+
+async def get_active(chat_id: int, kind: str | None = None) -> BotDraft | None:
+    async with SessionLocal() as session:
+        stmt = select(BotDraft).where(BotDraft.chat_id == chat_id, BotDraft.status == "active")
+        if kind:
+            stmt = stmt.where(BotDraft.kind == kind)
+        stmt = stmt.order_by(BotDraft.updated_at.desc()).limit(1)
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def get_by_message_id(chat_id: int, message_id: int) -> BotDraft | None:
+    """Find the active draft associated with a given message_id (review card or user source message)."""
+    async with SessionLocal() as session:
+        stmt = (
+            select(BotDraft)
+            .where(
+                BotDraft.chat_id == chat_id,
+                BotDraft.status == "active",
+                (BotDraft.review_message_id == message_id) | (BotDraft.source_message_id == message_id),
+            )
+            .order_by(BotDraft.updated_at.desc())
+            .limit(1)
+        )
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def get_by_prefix(draft_prefix: str, chat_id: int | None = None) -> BotDraft | None:
+    """Resolve the short id used in callback_data (first 8 hex of the UUID)."""
+    async with SessionLocal() as session:
+        stmt = select(BotDraft).where(cast(BotDraft.id, String).like(f"{draft_prefix}%"))
+        if chat_id is not None:
+            stmt = stmt.where(BotDraft.chat_id == chat_id)
+        return (await session.execute(stmt)).scalar_one_or_none()
+
+
+async def save_payload(draft: BotDraft, missing: dict | None = None,
+                       review_message_id: int | None = None,
+                       source_message_id: int | None = None,
+                       mark_bale_synced: bool = False) -> None:
+    async with SessionLocal() as session:
+        effective_review_msg_id = review_message_id if review_message_id is not None else draft.review_message_id
+        values: dict = {
+            "payload": draft.payload,
+            "missing": missing,
+            "review_message_id": effective_review_msg_id,
+        }
+        if source_message_id is not None:
+            values["source_message_id"] = source_message_id
+            draft.source_message_id = source_message_id
+        if mark_bale_synced:
+            values["last_bale_update_at"] = func.now()
+        await session.execute(
+            update(BotDraft)
+            .where(BotDraft.id == draft.id)
+            .values(**values)
+        )
+        await session.commit()
+        draft.review_message_id = effective_review_msg_id
+
+
+async def set_status(draft_id: str, status: str) -> None:
+    async with SessionLocal() as session:
+        await session.execute(update(BotDraft).where(BotDraft.id == draft_id).values(status=status))
+        await session.commit()
+
+
+async def set_bale_updated_at(draft_id) -> None:
+    async with SessionLocal() as session:
+        await session.execute(
+            update(BotDraft)
+            .where(BotDraft.id == draft_id)
+            .values(last_bale_update_at=func.now())
+        )
+        await session.commit()
+
+
+async def get_pending_bale_updates() -> list[BotDraft]:
+    async with SessionLocal() as session:
+        stmt = (
+            select(BotDraft)
+            .where(
+                BotDraft.review_message_id.is_not(None),
+                (BotDraft.last_bale_update_at.is_(None)) | (BotDraft.updated_at > BotDraft.last_bale_update_at),
+            )
+            .order_by(BotDraft.updated_at.asc())
+            .limit(10)
+        )
+        return list((await session.execute(stmt)).scalars().all())
+
+
+async def expire_stale(ttl_hours: int) -> int:
+    cutoff = datetime.now(timezone.utc) - timedelta(hours=ttl_hours)
+    async with SessionLocal() as session:
+        result = await session.execute(
+            update(BotDraft)
+            .where(BotDraft.status == "active", BotDraft.updated_at < cutoff)
+            .values(status="expired")
+        )
+        await session.commit()
+        return result.rowcount or 0
+
+
+# ---------------------------------------------------------------------------
+# Quote payload
+# ---------------------------------------------------------------------------
+
+def new_quote_payload() -> dict:
+    return {
+        "supplier_name": None, "supplier_id": None,
+        "project_name": None, "project_id": None, "project_names": [], "project_ids": [],
+        "is_official": True, "notes": None, "expiry_date": None,
+        "items": [], "termsheets": [],
+        "options": {}, "proforma_file": None,
+    }
+
+
+def new_item(material_name: str | None = None) -> dict:
+    return {
+        "material_name": material_name, "material_id": None,
+        "quantity": None, "unit_name": None, "unit_id": None, "unit_explicit": False,
+        "unit_price": None, "brand_name": None, "specs": [], "notes": None,
+    }
+
+
+def _similarity(a: str | None, b: str | None) -> float:
+    na, nb = normalize_text(a or ""), normalize_text(b or "")
+    if not na or not nb:
+        return 0.0
+    ratio = difflib.SequenceMatcher(None, na, nb).ratio()
+    if na in nb or nb in na:
+        ratio += 0.3
+    return ratio
+
+
+def merge_quote_patch(payload: dict, patch: dict) -> bool:
+    """Merge an NLU patch into the payload. Returns True if anything changed."""
+    changed = False
+
+    def set_field(key: str, value) -> None:
+        nonlocal changed
+        if value is None:
+            return
+        if payload.get(key) != value:
+            payload[key] = value
+            changed = True
+
+    if patch.get("supplier_name"):
+        payload["supplier_name"] = str(patch["supplier_name"]).strip()
+        payload["supplier_id"] = None  # needs re-resolution
+        changed = True
+    if patch.get("project_names"):
+        payload["project_names"] = [str(p).strip() for p in patch["project_names"] if p]
+        if payload["project_names"] and not payload.get("project_name"):
+            payload["project_name"] = payload["project_names"][0]
+            payload["project_id"] = None
+        changed = True
+    elif patch.get("project_name"):
+        payload["project_name"] = str(patch["project_name"]).strip()
+        payload["project_id"] = None
+        if not payload.get("project_names"):
+            payload["project_names"] = [payload["project_name"]]
+        changed = True
+    set_field("is_official", patch.get("is_official"))
+    if patch.get("notes"):
+        payload["notes"] = f"{payload.get('notes') or ''}\n{patch['notes']}".strip()
+        changed = True
+    if patch.get("expiry_date"):
+        set_field("expiry_date", patch["expiry_date"])
+
+    for raw in patch.get("items") or []:
+        name = (raw.get("material_name") or "").strip() or None
+        target = None
+        if name:
+            best, best_ratio = None, 0.0
+            for item in payload["items"]:
+                # If both items have distinct specs, they are different line items
+                if raw.get("specs") and item.get("specs") and set(raw["specs"]) != set(item["specs"]):
+                    continue
+                # If both items have distinct brands, they are different line items
+                if raw.get("brand_name") and item.get("brand_name") and normalize_text(raw["brand_name"]) != normalize_text(item["brand_name"]):
+                    continue
+                ratio = _similarity(name, item.get("material_name"))
+                if ratio > best_ratio:
+                    best, best_ratio = item, ratio
+            if best is not None and best_ratio >= 0.55:
+                target = best
+        if target is None:
+            target = new_item(name)
+            payload["items"].append(target)
+            changed = True
+        for key in ("quantity", "unit_price"):
+            if raw.get(key) is not None:
+                try:
+                    value = float(raw[key])
+                except (TypeError, ValueError):
+                    continue
+                if target.get(key) != value:
+                    target[key] = value
+                    changed = True
+        if raw.get("specs"):
+            target["specs"] = [str(s).strip() for s in raw["specs"] if s]
+            spec_str = "، ".join(target["specs"])
+            if spec_str and not target.get("notes"):
+                target["notes"] = spec_str
+                changed = True
+        for key in ("unit_name", "brand_name", "notes"):
+            if raw.get(key):
+                val = str(raw[key]).strip()
+                if target.get(key) != val:
+                    target[key] = val
+                    changed = True
+
+    for raw in patch.get("payment_terms") or []:
+        label = (raw.get("label") or "شرایط پرداخت").strip()
+        milestones = []
+        for m in raw.get("milestones") or []:
+            if m.get("due_date") or m.get("amount"):
+                milestones.append({
+                    "due_date": m.get("due_date"),
+                    "amount": float(m.get("amount") or 0),
+                    "note": m.get("note"),
+                })
+        entry = {
+            "label": label,
+            "discount_type": raw.get("discount_type") or "none",
+            "discount_value": float(raw.get("discount_value") or 0),
+            "milestones": milestones,
+            "description": (raw.get("description") or "").strip() or None,
+        }
+        if not any(normalize_text(t["label"]) == normalize_text(label) for t in payload["termsheets"]):
+            payload["termsheets"].append(entry)
+            changed = True
+
+    return changed
+
+
+def compute_quote_missing(payload: dict) -> list[dict]:
+    """What is still empty — strictly aligned with DB schema requirements."""
+    out: list[dict] = []
+
+    def add(key: str, label: str, ok: bool, blocking: bool) -> None:
+        out.append({"key": key, "label": label, "ok": ok, "blocking": blocking})
+
+    # In DB: supplier_id is NOT NULL in quotes table.
+    sup_ok = bool(payload.get("supplier_id") or payload.get("supplier_name"))
+    add("supplier", "تأمین‌کننده", sup_ok, True)
+
+    # In DB: project_id is nullable (optional)
+    add("project", "پروژه", bool(payload.get("project_id") or payload.get("project_ids")), False)
+
+    # In DB: expiry_date is nullable (optional)
+    add("expiry", "تاریخ اعتبار", bool(payload.get("expiry_date")), False)
+
+    items = payload.get("items") or []
+    add("items", "قلم (کالا/مقدار)", bool(items), True)
+    for i, item in enumerate(items, start=1):
+        name = item.get("material_name") or f"قلم {i}"
+        has_mat = bool(item.get("material_id") or item.get("material_name"))
+        if not has_mat:
+            add(f"item:{i}:material", f"نام کالا برای قلم {i}", False, True)
+
+        if not item.get("quantity"):
+            add(f"item:{i}:qty", f"مقدار «{name}»", False, True)
+        if not item.get("unit_id") and not item.get("unit_name"):
+            add(f"item:{i}:unit", f"واحد کالا برای «{name}»", False, True)
+        if not item.get("unit_price"):
+            add(f"item:{i}:price", f"قیمت واحد برای «{name}»", False, False)
+
+    if items and not payload.get("termsheets"):
+        add("terms", "شرایط پرداخت", False, False)
+    if not payload.get("notes"):
+        add("notes", "توضیحات", False, False)
+    return out
+
+
+def quote_ready(payload: dict) -> tuple[bool, list[str]]:
+    """Blocking check before commit; returns (ok, blocking_labels)."""
+    missing = compute_quote_missing(payload)
+    return all(not (m["blocking"] and not m["ok"]) for m in missing), [
+        m["label"] for m in missing if m["blocking"] and not m["ok"]
+    ]
+
+
+def build_quote_request(payload: dict, only_resolved_items: bool = False) -> tuple[dict | None, list[str]]:
+    """Convert the payload into a QuoteCreate body. Returns (body, problems)."""
+    problems: list[str] = []
+    if not payload.get("supplier_id"):
+        return None, ["تأمین‌کننده مشخص نیست"]
+
+    items = payload.get("items") or []
+    line_items: list[dict] = []
+    for i, item in enumerate(items, start=1):
+        if not item.get("material_id"):
+            if only_resolved_items:
+                continue
+            problems.append(f"کالای قلم {i} («{item.get('material_name') or '?'}») شناسایی نشد")
+            continue
+        if not item.get("quantity"):
+            problems.append(f"مقدار قلم {i} («{item.get('material_name') or '?'}») مشخص نیست")
+            continue
+        unit_id = item.get("unit_id")
+        if not unit_id:
+            problems.append(f"واحد قلم {i} («{item.get('material_name') or '?'}») مشخص نیست")
+            continue
+        notes_parts = []
+        if item.get("brand_name"):
+            notes_parts.append(f"برند: {item['brand_name']}")
+        if item.get("specs"):
+            notes_parts.append("، ".join(item["specs"]))
+        if item.get("notes"):
+            if item["notes"] not in notes_parts:
+                notes_parts.append(item["notes"])
+        notes_str = " | ".join(notes_parts) if notes_parts else None
+
+        line_items.append({
+            "temp_id": f"t{i}",
+            "material_id": item["material_id"],
+            "unit_id": int(unit_id),
+            "quantity": item["quantity"],
+            "notes": notes_str,
+        })
+
+    termsheets: list[dict] = []
+    item_termsheets: list[dict] = []
+    priced = [it for it in items if it.get("unit_price") and it.get("material_id")]
+    if priced:
+        raw_sheets = payload.get("termsheets") or []
+        if not raw_sheets:
+            raw_sheets = [{"label": "پیشنهاد قیمت"}]
+        for j, ts in enumerate(raw_sheets, start=1):
+            steps = []
+            for s_idx, m in enumerate(ts.get("milestones") or ts.get("schedule_steps") or [], start=1):
+                steps.append({
+                    "step_no": s_idx,
+                    "due_date": m.get("due_date"),
+                    "amount": float(m.get("amount") or 0),
+                    "note": m.get("note"),
+                })
+            termsheets.append({
+                "temp_id": f"p{j}",
+                "label": ts.get("label") or f"شرایط {j}",
+                "discount_type": ts.get("discount_type") or "none",
+                "discount_value": float(ts.get("discount_value") or 0),
+                "schedule_steps": steps,
+            })
+        first = termsheets[0]["temp_id"]
+        for i, item in enumerate(items, start=1):
+            if item.get("unit_price") and item.get("material_id") and item.get("quantity") and item.get("unit_id"):
+                item_termsheets.append({
+                    "line_item_temp_id": f"t{i}",
+                    "termsheet_temp_id": first,
+                    "unit_price": item["unit_price"],
+                })
+
+    body: dict = {
+        "supplier_id": payload["supplier_id"],
+        "is_official": bool(payload.get("is_official", True)),
+        "line_items": line_items,
+        "termsheets": termsheets,
+        "item_termsheets": item_termsheets,
+    }
+    if payload.get("project_ids"):
+        body["project_ids"] = payload["project_ids"]
+    elif payload.get("project_id"):
+        body["project_ids"] = [payload["project_id"]]
+    if payload.get("expiry_date"):
+        body["expiry_date"] = payload["expiry_date"]
+    if payload.get("notes"):
+        body["notes"] = payload["notes"]
+    if not line_items and problems:
+        return None, problems
+    return body, problems
+
+
+# ---------------------------------------------------------------------------
+# Supplier / material payloads
+# ---------------------------------------------------------------------------
+
+def new_supplier_payload() -> dict:
+    return {"name": None, "category_id": None, "category_name": None,
+            "phone": None, "location": None, "contact_person": None, "options": {}}
+
+
+def merge_supplier_patch(payload: dict, patch: dict) -> bool:
+    src = patch.get("supplier") or patch
+    changed = False
+    for key in ("name", "phone", "location", "contact_person"):
+        if src.get(key) and payload.get(key) != str(src[key]).strip():
+            payload[key] = str(src[key]).strip()
+            changed = True
+    if src.get("category_name"):
+        payload["category_name"] = str(src["category_name"]).strip()
+        payload["category_id"] = None
+        changed = True
+    return changed
+
+
+def supplier_missing(payload: dict) -> list[dict]:
+    return [
+        {"key": "name", "label": "نام تأمین‌کننده", "ok": bool(payload.get("name")), "blocking": True},
+        {"key": "category", "label": "دسته‌بندی", "ok": bool(payload.get("category_id")), "blocking": True},
+        {"key": "phone", "label": "تلفن", "ok": bool(payload.get("phone")), "blocking": False},
+        {"key": "location", "label": "موقعیت", "ok": bool(payload.get("location")), "blocking": False},
+    ]
+
+
+def new_material_payload() -> dict:
+    return {"name": None, "canonical_unit_id": None, "unit_name": None, "topic": None, "options": {}}
+
+
+def merge_material_patch(payload: dict, patch: dict) -> bool:
+    src = patch.get("material") or patch
+    changed = False
+    if src.get("name") and payload.get("name") != str(src["name"]).strip():
+        payload["name"] = str(src["name"]).strip()
+        changed = True
+    if src.get("unit_name"):
+        payload["unit_name"] = str(src["unit_name"]).strip()
+        payload["canonical_unit_id"] = None
+        changed = True
+    if src.get("topic") and payload.get("topic") != str(src["topic"]).strip():
+        payload["topic"] = str(src["topic"]).strip()
+        changed = True
+    return changed
+
+
+def material_missing(payload: dict) -> list[dict]:
+    return [
+        {"key": "name", "label": "نام کالا", "ok": bool(payload.get("name")), "blocking": True},
+        {"key": "unit", "label": "واحد اصلی", "ok": bool(payload.get("canonical_unit_id")), "blocking": True},
+        {"key": "topic", "label": "تاپیک", "ok": bool(payload.get("topic")), "blocking": False},
+    ]
+
+
+def short_id() -> str:
+    return uuid.uuid4().hex[:8]

bot/app/handlers/__init__.py

@@ -0,0 +1,325 @@
+"""Update dispatch — the heart of the bot.
+
+Pipeline per update:
+  callback_query → callbacks router (link-gated)
+  message text starting "/" → command router
+  voice/audio → download → STT → treated as text (source=voice)
+  text → pending-flow interception (linking / accept-arrive confirmations)
+       → auth gate (link or admin)
+       → NLU → intent router
+"""
+import logging
+
+from app import drafts as draft_store
+from app.config import settings
+from app.nlu import understand
+from app.runtime import BotContext, LinkedUser
+from app.storage import save_proforma_file
+from app.stt import transcribe, transcribe_multi
+from app.texts import CANCELLED, LINK_START, NOTHING_TO_COMMIT, STT_FAILED, UNKNOWN_HINT, VOICE_EMPTY, esc
+
+from . import commands, callbacks, quote, supplier, material, queries, decisions
+
+logger = logging.getLogger("bot.handlers")
+
+
+async def handle_update(ctx: BotContext, update: dict) -> None:
+    if update.get("callback_query"):
+        await callbacks.handle_callback(ctx, update["callback_query"])
+        return
+    message = update.get("message") or update.get("edited_message")
+    if not message:
+        return
+    chat_id = message["chat"]["id"]
+    try:
+        await handle_message(ctx, chat_id, message)
+    except Exception:
+        logger.exception("message handling failed for chat %s", chat_id)
+        await ctx.send(chat_id, "خطای غیرمنتظره رخ داد؛ دوباره تلاش کن.")
+
+
+async def handle_message(ctx: BotContext, chat_id: int, message: dict) -> None:
+    text = (message.get("text") or message.get("caption") or "").strip()
+    source = "text"
+    voice_transcripts: list[dict] | None = None
+    message_id = message.get("message_id")
+
+    if text.startswith("/"):
+        await commands.handle_command(ctx, chat_id, text)
+        return
+
+    # Pending multi-step interactions take the message first.
+    flow = ctx.pending.get(chat_id)
+    if flow:
+        handled = await _route_to_flow(ctx, chat_id, flow, text)
+        if handled:
+            return
+        ctx.pending.pop(chat_id)  # stale/irrelevant flow → fall through
+
+    user = await _gate(ctx, chat_id, message)
+    if user is None:
+        return  # gate either started linking or is mid-linking
+
+    reply_to = message.get("reply_to_message")
+    reply_to_msg_id = reply_to.get("message_id") if reply_to else None
+
+    def _is_audio(msg: dict) -> bool:
+        if msg.get("voice") or msg.get("audio"):
+            return True
+        doc = msg.get("document")
+        if doc and (doc.get("mime_type") or "").lower().startswith("audio/"):
+            return True
+        return False
+
+    async def _extract_voice() -> list[dict] | None:
+        nonlocal source
+        source = "voice"
+        await ctx.bale.send_chat_action(chat_id, "typing")
+        audio_media = message.get("voice") or message.get("audio") or message.get("document")
+        file_id = audio_media["file_id"]
+        try:
+            audio_bytes = await ctx.bale.download_file(file_id)
+            transcripts = await transcribe_multi(
+                settings,
+                audio_bytes,
+                mime_type=audio_media.get("mime_type"),
+                filename=audio_media.get("file_name"),
+            )
+        except Exception as exc:
+            detail = "هوش مصنوعی تنظیم نشده" if "not configured" in str(exc) else str(exc)[:200]
+            await ctx.send(chat_id, STT_FAILED.format(detail=esc(detail)), reply_to=message_id)
+            return None
+        if not transcripts:
+            await ctx.send(chat_id, VOICE_EMPTY, reply_to=message_id)
+            return None
+        return transcripts
+
+    # =========================================================================
+    # BRANCH 1: EDIT MODE — Strictly requires reply_to_message_id on a draft
+    # =========================================================================
+    if reply_to_msg_id is not None:
+        target_draft = await draft_store.get_by_message_id(chat_id, reply_to_msg_id)
+        if target_draft is None:
+            await ctx.send(
+                chat_id,
+                "⚠️ پیش‌نویس فعال مربوط به این پیام یافت نشد (ممکن است ثبت نهایی، منقضی یا لغو شده باشد).\nبرای ثبت استعلام جدید، پیام خود را بدون ریپلای ارسال فرمایید.",
+                reply_to=message_id,
+            )
+            return
+
+        # Check for proforma attachment (document or photo)
+        proforma_attached = False
+        saved_meta = None
+        doc = message.get("document")
+        photos = message.get("photo")
+
+        if doc and not (doc.get("mime_type") or "").lower().startswith("audio/"):
+            doc_file_id = doc["file_id"]
+            doc_file_name = doc.get("file_name") or f"proforma_{message_id}.pdf"
+            doc_mime = doc.get("mime_type") or "application/pdf"
+        elif photos:
+            largest = photos[-1] if isinstance(photos, list) else photos
+            doc_file_id = largest["file_id"]
+            doc_file_name = f"proforma_{message_id}.jpg"
+            doc_mime = "image/jpeg"
+        else:
+            doc_file_id = None
+            doc_file_name = None
+            doc_mime = None
+
+        if doc_file_id:
+            await ctx.bale.send_chat_action(chat_id, "upload_document")
+            try:
+                content = await ctx.bale.download_file(doc_file_id)
+                saved_meta = await save_proforma_file(
+                    target_draft.id,
+                    doc_file_name,
+                    content,
+                    mime_type=doc_mime,
+                    storage_dir=settings.ATTACHMENTS_DIR,
+                )
+                payload = dict(target_draft.payload or {})
+                payload["proforma_file"] = saved_meta["file_name"]
+                payload["proforma"] = saved_meta
+                target_draft.payload = payload
+                await draft_store.save_payload(target_draft, mark_bale_synced=True)
+                proforma_attached = True
+            except Exception as exc:
+                logger.exception("Failed to persist proforma")
+                await ctx.send(chat_id, f"❌ خطا در ذخیره فایل پیش‌فاکتور: {esc(str(exc)[:100])}", reply_to=message_id)
+                return
+
+        if _is_audio(message):
+            voice_transcripts = await _extract_voice()
+            if not voice_transcripts:
+                return
+            text = voice_transcripts[0]["text"]
+
+        if proforma_attached and not text and not voice_transcripts:
+            await quote.render(ctx, chat_id, target_draft, fresh=False)
+            await ctx.send(
+                chat_id,
+                f"📎 پیش‌فاکتور «{saved_meta['file_name']}» با موفقیت ذخیره و به استعلام ضمیمه شد ✅",
+                reply_to=message_id,
+            )
+            return
+
+        if not proforma_attached and not text and not voice_transcripts:
+            await ctx.send(
+                chat_id,
+                "⚠️ برای ویرایش پیش‌نویس، لطفاً تغییرات را به صورت متن یا پیام صوتی (ویس) ارسال کنید، یا فایل پیش‌فاکتور را بفرستید.",
+                reply_to=message_id,
+            )
+            return
+
+    # =========================================================================
+    # BRANCH 2: NEW QUOTE MODE — Messages without reply
+    # =========================================================================
+    else:
+        target_draft = None
+
+        if _is_audio(message):
+            voice_transcripts = await _extract_voice()
+            if not voice_transcripts:
+                return
+            text = voice_transcripts[0]["text"]
+        elif text:
+            source = "text"
+        else:
+            await ctx.send(
+                chat_id,
+                "⚠️ برای ثبت استعلام خرید جدید، لطفاً اقلام و مشخصات را به صورت پیام متنی یا پیام صوتی (ویس) ارسال فرمایید.",
+                reply_to=message_id,
+            )
+            return
+
+    draft_summary = _draft_summary(target_draft) if target_draft else None
+    input_payload = voice_transcripts if voice_transcripts else text
+    result = await understand(settings, input_payload, draft_summary)
+    intent, patch = result.get("intent"), result.get("patch") or {}
+    consensus_text = result.get("consensus_text") or text
+
+    if source == "voice":
+        await ctx._log(chat_id, "in", "voice", consensus_text)
+
+    logger.info("chat %s intent=%s conf=%s consensus=%r (is_edit=%s)",
+                chat_id, intent, result.get("confidence"), consensus_text[:40], target_draft is not None)
+
+    if intent in ("register_quote", "update_draft"):
+        await quote.handle_entities(
+            ctx, chat_id, user, patch, source,
+            incoming_msg_id=message_id,
+            target_draft=target_draft,
+        )
+    elif intent == "commit_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active is None:
+            await ctx.send(chat_id, NOTHING_TO_COMMIT, reply_to=message_id)
+        elif active.kind == draft_store.KIND_QUOTE:
+            await quote.commit(ctx, chat_id, user, active)
+        elif active.kind == draft_store.KIND_SUPPLIER:
+            await supplier.commit(ctx, chat_id, user, active)
+        elif active.kind == draft_store.KIND_MATERIAL:
+            await material.commit(ctx, chat_id, user, active)
+    elif intent == "discard_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active:
+            await draft_store.set_status(active.id, "cancelled")
+            if active.review_message_id:
+                try:
+                    await ctx.delete(chat_id, active.review_message_id)
+                except Exception:
+                    pass
+        ctx.pending.pop(chat_id, None)
+        await ctx.send(chat_id, CANCELLED, reply_to=message_id)
+    elif intent == "show_draft":
+        active = target_draft or await draft_store.get_active(chat_id)
+        if active is None:
+            await ctx.send(chat_id, NOTHING_TO_COMMIT, reply_to=message_id)
+        elif active.kind == draft_store.KIND_QUOTE:
+            await quote.render(ctx, chat_id, active, fresh=False)
+        elif active.kind == draft_store.KIND_SUPPLIER:
+            await supplier.render(ctx, chat_id, active)
+        elif active.kind == draft_store.KIND_MATERIAL:
+            await material.render(ctx, chat_id, active)
+    elif intent == "add_supplier":
+        await supplier.handle_entities(ctx, chat_id, user, patch, source)
+    elif intent == "add_material":
+        await material.handle_entities(ctx, chat_id, user, patch, source)
+    elif intent == "status_query":
+        await queries.handle_query(ctx, chat_id, user, patch)
+    elif intent == "accept_quote":
+        await decisions.start_accept(ctx, chat_id, user, patch)
+    elif intent == "arrive_items":
+        await decisions.start_arrive(ctx, chat_id, user, patch)
+    else:
+        await ctx.send(chat_id, UNKNOWN_HINT)
+
+
+# ---------------------------------------------------------------------------
+# helpers
+# ---------------------------------------------------------------------------
+
+async def _gate(ctx: BotContext, chat_id: int, message: dict) -> LinkedUser | None:
+    """Link or admin gate. Returns None when the message was consumed by linking."""
+    from . import links
+
+    link = await ctx.links.get(chat_id)
+    if link and link.user_id:
+        return LinkedUser(chat_id, link.user_id, link.display_name, link.role, is_admin=False)
+    if chat_id in ctx.admin_chat_ids:
+        return LinkedUser(chat_id, None, None, None, is_admin=True)
+
+    flow = ctx.pending.get(chat_id)
+    if flow and flow.kind == "link_password":
+        await links.finish_link(ctx, chat_id, flow, text=None, password=message.get("text") or "")
+        return None
+    if flow and flow.kind == "link_username":
+        await links.finish_username_step(ctx, chat_id, flow, message.get("text") or "")
+        return None
+    await ctx.send(chat_id, LINK_START)
+    ctx.pending.set(chat_id, "link_username", {})
+    return None
+
+
+async def _route_to_flow(ctx: BotContext, chat_id: int, flow, text: str) -> bool:
+    from . import links, decisions
+
+    if flow.kind == "link_username":
+        await links.finish_username_step(ctx, chat_id, flow, text)
+        return True
+    if flow.kind == "link_password":
+        await links.finish_link(ctx, chat_id, flow, text=text, password=text)
+        return True
+    if flow.kind == "quote_pick":
+        await decisions.handle_quote_pick_text(ctx, chat_id, flow, text)
+        return True
+    if flow.kind in ("accept", "arrive_qty", "arrive_confirm"):
+        return await decisions.handle_flow_text(ctx, chat_id, flow, text)
+    return False
+
+
+def _draft_summary(draft) -> str | None:
+    if draft is None:
+        return None
+    import json
+
+    payload = draft.payload or {}
+    if draft.kind == draft_store.KIND_QUOTE:
+        items = ", ".join(
+            f"{it.get('material_name') or '?'}"
+            + (f" {it.get('quantity')}" if it.get("quantity") else "")
+            + (f" {it.get('unit_name')}" if it.get("unit_name") else "")
+            for it in payload.get("items") or []
+        )
+        summary = (
+            f"kind=quote; supplier={payload.get('supplier_name') or '?'}; project={payload.get('project_name') or '?'}; "
+            f"items=[{items}]; terms={[t.get('label') for t in payload.get('termsheets') or []]}"
+        )
+    elif draft.kind == draft_store.KIND_SUPPLIER:
+        summary = f"kind=add_supplier; name={payload.get('name') or '?'}; category={payload.get('category_name') or '?'}"
+    elif draft.kind == draft_store.KIND_MATERIAL:
+        summary = f"kind=add_material; name={payload.get('name') or '?'}; unit={payload.get('unit_name') or '?'}"
+    else:
+        summary = json.dumps(payload, ensure_ascii=False)[:500]
+    return summary

bot/app/handlers/callbacks.py

@@ -0,0 +1,107 @@
+"""Inline-button routing (callback_query).
+
+Data grammar (≤64 bytes):  op:{arg}:{d8}  /  pk:{d8}:{field}:{idx}  /  qc:{idx}
+ / ac:{op}[:{i}] / ar:{op} — full state lives in bot_drafts / pending flows.
+"""
+import logging
+
+from app import drafts as draft_store
+from app.runtime import LinkedUser
+from app.texts import CANCELLED, UNLINKED, esc
+
+from . import quote, supplier, material, decisions
+
+logger = logging.getLogger("bot.callbacks")
+
+
+async def handle_callback(ctx, cq: dict) -> None:
+    chat_id = ((cq.get("message") or {}).get("chat") or {}).get("id")
+    data = cq.get("data") or ""
+    if chat_id is None:
+        return
+    try:
+        await _dispatch(ctx, chat_id, data, cq)
+    except Exception:
+        logger.exception("callback failed: %s", data)
+        await ctx.send(chat_id, "خطا در پردازش دکمه؛ دوباره تلاش کن.")
+    finally:
+        await ctx.bale.answer_callback_query(cq.get("id"), None)
+
+
+async def _gate(ctx, chat_id: int) -> LinkedUser | None:
+    link = await ctx.links.get(chat_id)
+    if link and link.user_id:
+        return LinkedUser(chat_id, link.user_id, link.display_name, link.role, is_admin=False)
+    if chat_id in ctx.admin_chat_ids:
+        return LinkedUser(chat_id, None, None, None, is_admin=True)
+    await ctx.send(chat_id, UNLINKED)
+    return None
+
+
+async def _dispatch(ctx, chat_id: int, data: str, cq: dict) -> None:
+    user = await _gate(ctx, chat_id)
+    if user is None:
+        return
+    parts = data.split(":")
+
+    # ---- pending-flow buttons (accept / arrive / quote pick) ---------------
+    if parts[0] == "qc" and len(parts) == 2:
+        flow = ctx.pending.get(chat_id)
+        if flow and flow.kind == "quote_pick":
+            await decisions.apply_quote_pick(ctx, chat_id, user, flow, int(parts[1]))
+        return
+    if parts[0] == "ac":
+        await decisions.handle_accept_callback(ctx, chat_id, user, parts)
+        return
+    if parts[0] == "ar":
+        await decisions.handle_arrive_callback(ctx, chat_id, user, parts)
+        return
+
+    # ---- pick a candidate for a draft field -------------------------------
+    if parts[0] == "pk" and len(parts) == 4:
+        draft = await draft_store.get_by_prefix(parts[1], chat_id)
+        if draft is None:
+            await ctx.send(chat_id, "این پیش‌نویس دیگر معتبر نیست.")
+            return
+        await _apply_pick(ctx, chat_id, user, draft, parts[2], int(parts[3]))
+        return
+
+    # ---- draft commit / cancel --------------------------------------------
+    op, arg, prefix = parts[0], parts[1], parts[2] if len(parts) > 2 else ""
+    if op in ("q", "s", "m") and arg in ("ok", "ok2", "no"):
+        kind = {"q": draft_store.KIND_QUOTE, "s": draft_store.KIND_SUPPLIER, "m": draft_store.KIND_MATERIAL}[op]
+        draft = await draft_store.get_by_prefix(prefix, chat_id)
+        if draft is None or draft.kind != kind:
+            await ctx.send(chat_id, "این پیش‌نویس دیگر معتبر نیست.")
+            return
+        if arg == "no":
+            await draft_store.set_status(draft.id, "cancelled")
+            ctx.pending.pop(chat_id, None)
+            if draft.review_message_id:
+                try:
+                    await ctx.bale.edit_message_text(chat_id, draft.review_message_id, "❌ این پیش‌نویس لغو شد.", reply_markup=None)
+                    await draft_store.set_bale_updated_at(draft.id)
+                except Exception:
+                    pass
+            await ctx.send(chat_id, CANCELLED)
+            return
+        if kind == draft_store.KIND_QUOTE:
+            await quote.commit(ctx, chat_id, user, draft, only_resolved=(arg == "ok2"))
+        elif kind == draft_store.KIND_SUPPLIER:
+            await supplier.commit(ctx, chat_id, user, draft)
+        else:
+            await material.commit(ctx, chat_id, user, draft)
+
+
+async def _apply_pick(ctx, chat_id: int, user: LinkedUser, draft, field: str, idx: int) -> None:
+    options = (draft.payload.get("options") or {}).get(field) or []
+    if idx < 0 or idx >= len(options):
+        await ctx.send(chat_id, "گزینه نامعتبر است.")
+        return
+    choice = options[idx]
+    if draft.kind == draft_store.KIND_QUOTE:
+        await quote.apply_pick(ctx, chat_id, user, draft, field, choice)
+    elif draft.kind == draft_store.KIND_SUPPLIER:
+        await supplier.apply_pick(ctx, chat_id, user, draft, field, choice)
+    elif draft.kind == draft_store.KIND_MATERIAL:
+        await material.apply_pick(ctx, chat_id, user, draft, field, choice)

bot/app/handlers/commands.py

@@ -0,0 +1,82 @@
+"""/commands — /start /help /drafts /cancel /whoami /unlink."""
+import logging
+
+from app import drafts as draft_store
+from app.runtime import ROLE_FA
+from app.texts import CANCELLED, DRAFTS_EMPTY, DRAFTS_LIST_HEADER, HELP, UNLINKED, WELCOME, esc
+
+logger = logging.getLogger("bot.commands")
+
+KIND_FA = {"quote": "استعلام", "supplier": "تأمین‌کننده", "material": "کالا"}
+STATUS_FA = {"active": "باز", "committed": "ثبت‌شده", "cancelled": "لغوشده", "expired": "منقضی"}
+
+
+async def handle_command(ctx, chat_id: int, text: str) -> None:
+    command = text.split()[0].split("@")[0].lower()
+    if command == "/start":
+        await _start(ctx, chat_id)
+    elif command in ("/help", "/راهنما"):
+        await ctx.send(chat_id, HELP)
+    elif command == "/drafts":
+        await _drafts(ctx, chat_id)
+    elif command in ("/cancel", "/لغو"):
+        await _cancel(ctx, chat_id)
+    elif command == "/whoami":
+        await _whoami(ctx, chat_id)
+    elif command == "/unlink":
+        await ctx.links.delete(chat_id)
+        await ctx.send(chat_id, "اتصال قطع شد. برای اتصال دوباره /start بزن.")
+    else:
+        await ctx.send(chat_id, HELP)
+
+
+async def _start(ctx, chat_id: int) -> None:
+    await ctx.send(chat_id, WELCOME)
+    link = await ctx.links.get(chat_id)
+    if not link or not link.user_id:
+        if chat_id not in ctx.admin_chat_ids:
+            await ctx.send(chat_id, "برای شروع، حساب خود را متصل کن — نام کاربری Casdoor را بفرست:")
+            ctx.pending.set(chat_id, "link_username", {})
+
+
+async def _drafts(ctx, chat_id: int) -> None:
+    from sqlalchemy import select
+
+    from app.db import SessionLocal
+    from app.models import BotDraft
+
+    async with SessionLocal() as session:
+        rows = (await session.execute(
+            select(BotDraft)
+            .where(BotDraft.chat_id == chat_id, BotDraft.status == "active")
+            .order_by(BotDraft.updated_at.desc())
+        )).scalars().all()
+    if not rows:
+        await ctx.send(chat_id, DRAFTS_EMPTY)
+        return
+    lines = [DRAFTS_LIST_HEADER]
+    for d in rows:
+        p = d.payload or {}
+        title = p.get("supplier_name") or p.get("name") or "بدون عنوان"
+        lines.append(f"• {KIND_FA.get(d.kind, d.kind)}: {esc(title)}")
+    await ctx.send(chat_id, "\n".join(lines))
+
+
+async def _cancel(ctx, chat_id: int) -> None:
+    ctx.pending.pop(chat_id)
+    active = await draft_store.get_active(chat_id)
+    if active:
+        await draft_store.set_status(active.id, "cancelled")
+    await ctx.send(chat_id, CANCELLED)
+
+
+async def _whoami(ctx, chat_id: int) -> None:
+    link = await ctx.links.get(chat_id)
+    if chat_id in ctx.admin_chat_ids:
+        await ctx.send(chat_id, "حالت ادمین (بدون اتصال Casdoor).")
+        return
+    if not link or not link.user_id:
+        await ctx.send(chat_id, UNLINKED)
+        return
+    role = ROLE_FA.get(link.role or "", link.role or "بدون نقش")
+    await ctx.send(chat_id, f"اتصال: {esc(link.display_name)} — {role}")

bot/app/handlers/decisions.py

@@ -0,0 +1,389 @@
+"""Accept / arrive flows — always with an explicit confirmation step."""
+import logging
+import re
+
+from app.api.client import ApiError
+from app.keyboards import accept_keyboard, arrive_keyboard, quote_pick_keyboard
+from app.nlu import normalize_digits
+from app.texts import (
+    ACCEPT_DONE_TS, ACCEPT_REPORT, ARRIVE_REPORT, CANCELLED, ERR_GENERIC,
+    QUOTE_NOT_FOUND, STATUS_FA, esc,
+)
+
+logger = logging.getLogger("bot.decisions")
+
+EXPAND = "supplier,line_items,termsheets"
+CONFIRM_WORDS = {"تایید", "تأیید", "ثبت", "ثبت کن", "اوکی", "اوکیه", "بله", "yes", "ok"}
+CANCEL_WORDS = {"لغو", "بی خیال", "بیخیال", "انصراف", "نه", "cancel"}
+
+
+def _norm(text: str) -> str:
+    return (text or "").strip().lower().replace("\u200c", " ")
+
+
+# ---------------------------------------------------------------------------
+# shared: pick a quote by supplier text
+# ---------------------------------------------------------------------------
+
+async def start_accept(ctx, chat_id, user, patch: dict) -> None:
+    await _start_for_status(ctx, chat_id, user, patch, mode="accept", status="offered")
+
+
+async def start_arrive(ctx, chat_id, user, patch: dict) -> None:
+    await _start_for_status(ctx, chat_id, user, patch, mode="arrive", status="accepted")
+
+
+async def _start_for_status(ctx, chat_id, user, patch: dict, mode: str, status: str) -> None:
+    target = (patch.get("target") or {})
+    q = target.get("supplier_name") or target.get("project_name") or target.get("quote_id")
+    try:
+        quotes, _ = await ctx.api.list_quotes(status=status, q=q, expand=EXPAND, page_size=10)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    if not quotes:
+        await ctx.send(chat_id, QUOTE_NOT_FOUND.format(q=esc(q or "?")))
+        return
+    if len(quotes) == 1:
+        if mode == "accept":
+            await begin_accept(ctx, chat_id, user, quotes[0])
+        else:
+            await begin_arrive(ctx, chat_id, user, quotes[0])
+        return
+    pairs = [(_quote_label(qq), str(qq["id"])) for qq in quotes]
+    flow = ctx.pending.set(chat_id, "quote_pick", {"mode": mode, "ids": [pid for _, pid in pairs]})
+    flow.data["user_id"] = user.actor_id
+    message = await ctx.send(chat_id, "چند مورد پیدا شد؛ کدام را می‌خواهی؟", reply_markup=quote_pick_keyboard(pairs))
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+def _quote_label(quote: dict) -> str:
+    sup = (quote.get("supplier") or {}).get("name") or "—"
+    return f"#{str(quote.get('id'))[:8]} {sup}"
+
+
+async def apply_quote_pick(ctx, chat_id, user, flow, idx: int) -> None:
+    ids = flow.data.get("ids") or []
+    ctx.pending.pop(chat_id)
+    if idx < 0 or idx >= len(ids):
+        await ctx.send(chat_id, "گزینه نامعتبر است.")
+        return
+    try:
+        quote = await ctx.api.get_quote(ids[idx], expand=EXPAND, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    if flow.data.get("mode") == "arrive":
+        await begin_arrive(ctx, chat_id, user, quote)
+    else:
+        await begin_accept(ctx, chat_id, user, quote)
+
+
+async def handle_quote_pick_text(ctx, chat_id, flow, text: str) -> None:
+    if _norm(text) in CANCEL_WORDS:
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    numbers = re.findall(r"\d+", normalize_digits(text))
+    if numbers:
+        await apply_quote_pick(ctx, chat_id, _flow_user(flow), flow, int(numbers[0]) - 1)
+    else:
+        await ctx.send(chat_id, "شماره مورد را بفرست یا از دکمه‌ها استفاده کن.")
+
+
+def _flow_user(flow):
+    from app.runtime import LinkedUser
+    return LinkedUser(chat_id=None, user_id=flow.data.get("user_id"), display_name=None,
+                      role=None, is_admin=False)
+
+
+# ---------------------------------------------------------------------------
+# accept
+# ---------------------------------------------------------------------------
+
+def _accept_summary(quote: dict, chosen: int) -> str:
+    lines = [
+        f"✔️ پذیرش استعلام #{esc(str(quote.get('id'))[:8])} — {esc((quote.get('supplier') or {}).get('name') or '—')}",
+        "",
+        "اقلام:",
+    ]
+    for li in quote.get("line_items") or []:
+        mat = (li.get("material") or {}).get("name") or li.get("material_id") or "?"
+        unit = ((li.get("unit") or {}).get("name_fa")) or ""
+        price = li.get("unit_price")
+        parts = [f"• {esc(mat)} — مقدار {esc(li.get('quantity'))} {unit}"]
+        if price:
+            parts.append(f"قیمت {esc(price)}")
+        lines.append(" — ".join(parts))
+    lines.append("")
+    lines.append("شرایط پرداخت:")
+    for i, ts in enumerate(quote.get("termsheets") or []):
+        mark = "👉" if i == chosen else "  "
+        discount = f" (تخفیف {esc(ts.get('discount_value'))})" if ts.get("discount_value") else ""
+        lines.append(f"{mark} [{i + 1}] {esc(ts.get('label'))}{discount} — {len(ts.get('schedule_steps') or [])} مرحله")
+    lines.append("")
+    lines.append("شرایط را انتخاب کن و پذیرش را تأیید کن.")
+    return "\n".join(lines)
+
+
+async def begin_accept(ctx, chat_id, user, quote: dict) -> None:
+    termsheets = quote.get("termsheets") or []
+    if not termsheets:
+        await ctx.send(chat_id, "این استعلام شرایط پرداخت ندارد؛ اول در برنامه ثبت کن.")
+        return
+    if not quote.get("line_items"):
+        await ctx.send(chat_id, "این استعلام قلم ندارد.")
+        return
+    flow = ctx.pending.set(chat_id, "accept", {
+        "quote_id": str(quote["id"]),
+        "quote_snapshot": {
+            "id": quote.get("id"),
+            "supplier": quote.get("supplier"),
+            "line_items": quote.get("line_items") or [],
+        },
+        "termsheets": termsheets,
+        "chosen": 0,
+        "user_id": user.actor_id,
+    })
+    text = _accept_summary(quote, 0)
+    message = await ctx.send(chat_id, text, reply_markup=accept_keyboard([ts.get("label") or "?" for ts in termsheets]))
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+async def handle_accept_callback(ctx, chat_id, user, parts) -> None:
+    flow = ctx.pending.get(chat_id)
+    if not flow or flow.kind != "accept":
+        await ctx.send(chat_id, "این عملیات منقضی شده؛ دوباره درخواست بده.")
+        return
+    op = parts[1] if len(parts) > 1 else ""
+    if op == "no":
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    if op == "ts" and len(parts) == 3:
+        idx = int(parts[2])
+        if 0 <= idx < len(flow.data["termsheets"]):
+            flow.data["chosen"] = idx
+            await ctx.edit(chat_id, flow.data.get("message_id"),
+                           _accept_summary(flow.data["quote_snapshot"], idx),
+                           reply_markup=accept_keyboard([ts.get("label") or "?" for ts in flow.data["termsheets"]]))
+        return
+    if op == "ok":
+        await _commit_accept(ctx, chat_id, user, flow)
+
+
+async def _commit_accept(ctx, chat_id, user, flow) -> None:
+    data = flow.data
+    quote_id = data["quote_id"]
+    termsheets = data["termsheets"]
+    ts_index = data.get("chosen", 0)
+    if not 0 <= ts_index < len(termsheets):
+        await ctx.send(chat_id, "شرایط پرداخت انتخاب نشده است.")
+        return
+    ts = termsheets[ts_index]
+    steps = ts.get("schedule_steps") or []
+    if not steps:
+        await ctx.send(chat_id, "ترم‌شیت انتخابی مرحله پرداخت ندارد؛ در برنامه تکمیلش کن.")
+        return
+
+    try:
+        quote = await ctx.api.get_quote(quote_id, expand=EXPAND, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+
+    decisions_payload = []
+    problems = []
+    for li in quote.get("line_items") or []:
+        decision = li.get("decision") or {}
+        if decision.get("status") == "rejected":
+            continue
+        price = li.get("unit_price")
+        if not price:
+            problems.append(f"قیمت قلم «{(li.get('material') or {}).get('name') or '?'}» ثبت نشده")
+            continue
+        li_projects = li.get("projects") or []
+        project_id = li_projects[0]["id"] if len(li_projects) == 1 else quote.get("project_id")
+        decisions_payload.append({
+            "line_item_id": li["id"],
+            "status": "chosen",
+            "accepted_termsheet_index": 0,
+            "adjusted_unit_price": price,
+            "project_id": project_id,
+        })
+    if problems:
+        await ctx.send(chat_id, "پذیرش ممکن نیست:\n" + "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    if not decisions_payload:
+        await ctx.send(chat_id, "قلم قابل پذیرشی نیست (همه رد شده‌اند؟).")
+        return
+
+    payload = {
+        "accepted_termsheets": [{
+            "id": ts["id"],
+            "label": ts.get("label"),
+            "discount_type": ts.get("discount_type") or "none",
+            "discount_value": ts.get("discount_value") or 0,
+            "schedule_steps": steps,
+        }],
+        "item_decisions": decisions_payload,
+    }
+    try:
+        result = await ctx.api.accept_quote(quote_id, payload, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    ctx.pending.pop(chat_id)
+    chosen_label = ts.get("label") or ""
+    await ctx.send(chat_id, ACCEPT_REPORT.format(
+        id=esc(str(result.get("id"))[:8]),
+        status=STATUS_FA.get(result.get("status"), result.get("status")),
+        count=len(decisions_payload),
+    ) + "\n" + ACCEPT_DONE_TS.format(label=esc(chosen_label)))
+
+
+async def handle_flow_text(ctx, chat_id, flow, text: str) -> bool:
+    if flow.kind == "accept":
+        norm = _norm(text)
+        if norm in CANCEL_WORDS:
+            ctx.pending.pop(chat_id)
+            await ctx.send(chat_id, CANCELLED)
+            return True
+        if any(word in norm for word in ("تایید", "تأیید", "ثبت", "اوکی", "ok", "yes")):
+            await _commit_accept(ctx, chat_id, _flow_user(flow), flow)
+            return True
+        await ctx.send(chat_id, "برای پذیرش از دکمه‌ها استفاده کن (یا /cancel).")
+        return True
+    if flow.kind == "arrive_qty":
+        await _handle_arrive_quantities(ctx, chat_id, flow, text)
+        return True
+    if flow.kind == "arrive_confirm":
+        norm = _norm(text)
+        if any(word in norm for word in ("تایید", "تأیید", "ثبت", "اوکی", "ok", "yes")):
+            await _commit_arrive(ctx, chat_id, _flow_user(flow), flow)
+            return True
+        if norm in CANCEL_WORDS:
+            ctx.pending.pop(chat_id)
+            await ctx.send(chat_id, CANCELLED)
+            return True
+        await ctx.send(chat_id, "با دکمه‌ها تأیید یا لغو کن (یا /cancel).")
+        return True
+    return False
+
+
+# ---------------------------------------------------------------------------
+# arrive (partial deliveries)
+# ---------------------------------------------------------------------------
+
+def _arrive_summary(items: list[dict], quantities: dict[str, float] | None = None) -> str:
+    lines = ["🚚 اعلام رسیدن اقلام", ""]
+    for li in items:
+        mat = (li.get("material") or {}).get("name") or "?"
+        ordered = li.get("quantity") or 0
+        received = ((li.get("receipt") or {}).get("received_qty")) or 0
+        unit = ((li.get("unit") or {}).get("name_fa")) or ""
+        got = ""
+        if quantities and li["id"] in quantities:
+            got = f" → الان: {esc(quantities[li['id']])} {unit}"
+        lines.append(f"• {esc(mat)} — سفارش {esc(ordered)} {unit} — تاکنون {esc(received)}{got}")
+    return "\n".join(lines)
+
+
+async def begin_arrive(ctx, chat_id, user, quote: dict) -> None:
+    items = [li for li in quote.get("line_items") or [] if (li.get("decision") or {}).get("status") == "chosen"]
+    if not items:
+        await ctx.send(chat_id, "قلم پذیرفته‌شده‌ای برای تحویل نیست.")
+        return
+    flow = ctx.pending.set(chat_id, "arrive_qty", {
+        "quote_id": str(quote["id"]),
+        "items": [{"id": li["id"], "name": (li.get("material") or {}).get("name") or "?",
+                   "ordered": li.get("quantity"), "unit": ((li.get("unit") or {}).get("name_fa")) or "",
+                   "received": ((li.get("receipt") or {}).get("received_qty")) or 0} for li in items],
+        "user_id": user.actor_id,
+    })
+    text = (
+        f"استعلام #{esc(str(quote.get('id'))[:8])} — {esc((quote.get('supplier') or {}).get('name') or '—')}\n"
+        + _arrive_summary(quote.get("line_items") or [])
+        + "\n\nمقادیر رسیده را به ترتیب اقلام بفرست (مثلاً: «500 و 200»)، یا «تحویل کامل همه» را بزن."
+    )
+    message = await ctx.send(chat_id, text, reply_markup=arrive_keyboard())
+    flow.data["message_id"] = (message or {}).get("message_id")
+
+
+async def _handle_arrive_quantities(ctx, chat_id, flow, text: str) -> None:
+    numbers = [float(n) for n in re.findall(r"\d+(?:\.\d+)?", normalize_digits(text))]
+    items = flow.data["items"]
+    if not numbers:
+        await ctx.send(chat_id, "مقادیر را عددی بفرست، مثل «500 و 200»، یا از دکمه‌ها استفاده کن.")
+        return
+    if len(numbers) == 1 and len(items) > 1:
+        await ctx.send(chat_id, f"{len(items)} قلم است؛ برای هر قلم یک عدد بفرست (به ترتیب).")
+        return
+    if len(numbers) != len(items):
+        await ctx.send(chat_id, "تعداد اعداد با تعداد اقلام نمی‌خواند؛ دوباره بفرست.")
+        return
+    quantities = {item["id"]: qty for item, qty in zip(items, numbers)}
+    flow.kind = "arrive_confirm"
+    flow.data["quantities"] = quantities
+    await ctx.edit(chat_id, flow.data.get("message_id"),
+                   _arrive_summary(_items_with_details(flow.data["items"]), quantities)
+                   + "\n\nتأیید می‌کنی؟",
+                   reply_markup=arrive_keyboard())
+
+
+def _items_with_details(items: list[dict]) -> list[dict]:
+    return [{
+        "id": it["id"],
+        "material": {"name": it["name"]},
+        "quantity": it["ordered"],
+        "unit": {"name_fa": it["unit"]},
+        "receipt": {"received_qty": it["received"]},
+    } for it in items]
+
+
+async def handle_arrive_callback(ctx, chat_id, user, parts) -> None:
+    flow = ctx.pending.get(chat_id)
+    if not flow or not flow.kind.startswith("arrive"):
+        await ctx.send(chat_id, "این عملیات منقضی شده؛ دوباره درخواست بده.")
+        return
+    op = parts[1] if len(parts) > 1 else ""
+    if op == "no":
+        ctx.pending.pop(chat_id)
+        await ctx.send(chat_id, CANCELLED)
+        return
+    if op == "full":
+        quantities = {item["id"]: max(float(item["ordered"] or 0) - float(item["received"] or 0), 0) for item in flow.data["items"]}
+        if any(v <= 0 for v in quantities.values()):
+            await ctx.send(chat_id, "برای بعضی اقلام چیزی برای تحویل نمانده؛ مقادیر را دستی بفرست.")
+            return
+        flow.kind = "arrive_confirm"
+        flow.data["quantities"] = quantities
+        await ctx.edit(chat_id, flow.data.get("message_id"),
+                       _arrive_summary(_items_with_details(flow.data["items"]), quantities)
+                       + "\n\nتأیید می‌کنی؟",
+                       reply_markup=arrive_keyboard())
+        return
+    if op == "ok":
+        if flow.kind != "arrive_confirm" or not flow.data.get("quantities"):
+            await ctx.send(chat_id, "اول مقادیر رسیده را بفرست یا «تحویل کامل همه» را بزن.")
+            return
+        await _commit_arrive(ctx, chat_id, user, flow)
+
+
+async def _commit_arrive(ctx, chat_id, user, flow) -> None:
+    quantities: dict = flow.data["quantities"]
+    payload = {"items": [{"line_item_id": li_id, "received_qty": qty} for li_id, qty in quantities.items()]}
+    try:
+        result = await ctx.api.arrive_items(flow.data["quote_id"], payload, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    ctx.pending.pop(chat_id)
+    lines = []
+    for item in result.get("items") or []:
+        lines.append(f"• قلم {esc(str(item.get('line_item_id'))[:8])} — {esc(item.get('received_qty'))} ثبت شد")
+    await ctx.send(chat_id, ARRIVE_REPORT.format(
+        id=esc(str(result.get("id"))[:8]),
+        status=STATUS_FA.get(result.get("status"), result.get("status")),
+        lines="\n".join(lines) or "—",
+    ))

bot/app/handlers/links.py

@@ -0,0 +1,46 @@
+"""Casdoor linking: chat ↔ ERP user (validated through the real login endpoint)."""
+import logging
+
+from app.api.client import ApiError
+from app.runtime import ROLE_FA
+from app.texts import LINK_ASK_PASSWORD, LINK_FAIL, LINK_OK, esc
+
+logger = logging.getLogger("bot.links")
+
+
+async def finish_username_step(ctx, chat_id: int, flow, text: str) -> None:
+    username = (text or "").strip()
+    if not username or username.startswith("/"):
+        ctx.pending.pop(chat_id)
+        return
+    flow.kind = "link_password"
+    flow.data["username"] = username
+    await ctx.send(chat_id, LINK_ASK_PASSWORD)
+
+
+async def finish_link(ctx, chat_id: int, flow, text: str | None, password: str) -> None:
+    username = flow.data.get("username") or ""
+    ctx.pending.pop(chat_id)
+    if not password or password.startswith("/"):
+        return
+    try:
+        data = await ctx.api.login(username, password)
+    except ApiError as exc:
+        await ctx.send(chat_id, LINK_FAIL.format(detail=esc(exc.message)))
+        return
+    except Exception as exc:  # network etc.
+        logger.exception("login failed")
+        await ctx.send(chat_id, LINK_FAIL.format(detail=esc(str(exc)[:200])))
+        return
+
+    user = data.get("user") or {}
+    display = " ".join(x for x in [user.get("first_name"), user.get("last_name")] if x) or username
+    await ctx.links.upsert(
+        chat_id=chat_id,
+        user_id=user.get("id"),
+        username=username,
+        display_name=display,
+        role=user.get("role"),
+    )
+    role_fa = ROLE_FA.get(user.get("role") or "", user.get("role") or "بدون نقش")
+    await ctx.send(chat_id, LINK_OK.format(name=esc(display), role=role_fa))

bot/app/handlers/material.py

@@ -0,0 +1,98 @@
+"""Add-material flow: name + canonical unit (required)."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_MATERIAL, merge_material_patch, material_missing, new_material_payload,
+)
+from app.keyboards import pick_buttons, simple_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, esc, material_committed_report, material_review_text
+
+logger = logging.getLogger("bot.material")
+
+
+async def handle_entities(ctx, chat_id, user, patch: dict, source: str | None) -> None:
+    draft = await draft_store.get_active(chat_id, KIND_MATERIAL)
+    if draft is not None:
+        payload = draft.payload
+        merge_material_patch(payload, patch)
+    else:
+        payload = new_material_payload()
+        merge_material_patch(payload, patch)
+        draft = await draft_store.create(chat_id, KIND_MATERIAL, payload, source=source)
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": material_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=draft.review_message_id is None)
+
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+    if not payload.get("canonical_unit_id") and payload.get("unit_name"):
+        res = await safe_resolve(ctx.resolver, "unit", payload["unit_name"])
+        if res.resolved:
+            payload["canonical_unit_id"] = res.candidates[0].id
+            payload["unit_name"] = res.candidates[0].name
+            options.pop("unit", None)
+        elif res.candidates:
+            options["unit"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("unit", None)
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    if field == "unit":
+        draft.payload["canonical_unit_id"] = choice["id"]
+        draft.payload["unit_name"] = choice["name"]
+        draft.payload.setdefault("options", {}).pop("unit", None)
+    await draft_store.save_payload(draft, missing={"fields": material_missing(draft.payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+def _keyboard(payload: dict, draft_id: str) -> dict:
+    rows: list[list[dict]] = []
+    options = (payload.get("options") or {}).get("unit") or []
+    if options:
+        rows += pick_buttons(draft_id, "unit", [o["name"] for o in options[:6]])
+    return simple_review_keyboard(draft_id, KIND_MATERIAL, rows)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True) -> None:
+    payload = draft.payload
+    missing = material_missing(payload)
+    text = material_review_text(payload, missing)
+    keyboard = _keyboard(payload, draft.id)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard)
+        draft.review_message_id = (message or {}).get("message_id")
+        await draft_store.save_payload(draft, missing={"fields": missing},
+                                       review_message_id=draft.review_message_id)
+    else:
+        await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        await draft_store.save_payload(draft, missing={"fields": missing})
+
+
+async def commit(ctx, chat_id, user, draft) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+    missing = {m["key"]: m["ok"] for m in material_missing(payload)}
+    problems = [label for key, label, ok in [
+        ("name", "نام کالا", missing.get("name")),
+        ("unit", "واحد اصلی", missing.get("unit")),
+    ] if not ok]
+    if problems:
+        await ctx.send(chat_id, "ثبت ممکن نیست؛ اول این‌ها را مشخص کن:\n" +
+                       "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    body = {"name": payload["name"], "canonical_unit_id": int(payload["canonical_unit_id"])}
+    if payload.get("topic"):
+        body["topic"] = payload["topic"]
+    try:
+        created = await ctx.api.create_material(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    await draft_store.set_status(draft.id, "committed")
+    ctx.resolver.invalidate("materials")
+    await ctx.send(chat_id, material_committed_report(created))

bot/app/handlers/queries.py

@@ -0,0 +1,44 @@
+"""Status queries: «استعلام‌های در انتظار؟»، «کدام‌ها منقضی می‌شوند؟» …"""
+import logging
+from datetime import date, timedelta
+
+from app.api.client import ApiError
+from app.texts import ERR_GENERIC, status_report, esc
+
+logger = logging.getLogger("bot.queries")
+
+EXPAND = "supplier,line_items"
+
+
+async def handle_query(ctx, chat_id, user, patch: dict) -> None:
+    query = patch.get("query") or {}
+    kind = query.get("kind") or "pending"
+    supplier_name = query.get("supplier_name")
+    q = supplier_name or query.get("project_name")
+
+    try:
+        if kind == "expiring":
+            quotes, _ = await ctx.api.list_quotes(status="offered", expand=EXPAND,
+                                                  q=q, sort="-quote_date", page_size=100)
+            deadline = date.today() + timedelta(days=query.get("days") or 7)
+            soon = []
+            for quote in quotes:
+                expiry = (quote.get("expiry_date") or "")[:10]
+                if expiry and expiry <= deadline.isoformat():
+                    soon.append(quote)
+            soon.sort(key=lambda x: x.get("expiry_date") or "9999")
+            await ctx.send(chat_id, status_report("expiring", soon[:10]))
+            return
+
+        if kind in ("accepted", "arrived", "pending", "offered"):
+            status = "offered" if kind == "pending" else kind
+            quotes, _ = await ctx.api.list_quotes(status=status, expand=EXPAND, q=q,
+                                                  sort="-quote_date", page_size=10)
+            await ctx.send(chat_id, status_report("pending" if kind == "offered" else kind, quotes))
+            return
+
+        # recent / anything else
+        quotes, meta = await ctx.api.list_quotes(expand=EXPAND, q=q, sort="-quote_date", page_size=5)
+        await ctx.send(chat_id, status_report("recent", quotes))
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))

bot/app/handlers/quote.py

@@ -0,0 +1,349 @@
+"""Register-quote flow: entities → draft → resolve → review (+missing) → commit."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_QUOTE, build_quote_request, compute_quote_missing, merge_quote_patch,
+    new_quote_payload, quote_ready,
+)
+from app.keyboards import quote_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, quote_committed_report, quote_review_text, esc
+
+logger = logging.getLogger("bot.quote")
+
+FIELD_FA = {"sup": "تأمین‌کننده", "prj": "پروژه"}
+
+
+async def handle_entities(
+    ctx, chat_id, user, patch: dict, source: str | None,
+    incoming_msg_id: int | None = None,
+    target_draft = None,
+) -> None:
+    prev_review_msg_id = None
+    if target_draft is not None:
+        draft = target_draft
+        prev_review_msg_id = draft.review_message_id
+        draft.review_message_id = None
+        payload = draft.payload
+        merge_quote_patch(payload, patch)
+        draft.source_message_id = incoming_msg_id
+    else:
+        payload = new_quote_payload()
+        merge_quote_patch(payload, patch)
+        draft = await draft_store.create(
+            chat_id, KIND_QUOTE, payload, source=source, source_message_id=incoming_msg_id
+        )
+
+    await resolve_payload(ctx, payload)
+
+    if prev_review_msg_id:
+        try:
+            await ctx.delete(chat_id, prev_review_msg_id)
+        except Exception as e:
+            logger.warning("Could not delete previous review message %s: %s", prev_review_msg_id, e)
+
+    await render(ctx, chat_id, draft, fresh=True, reply_to=incoming_msg_id)
+
+
+# ---------------------------------------------------------------------------
+# resolution
+# ---------------------------------------------------------------------------
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+
+    if not payload.get("supplier_id") and payload.get("supplier_name"):
+        res = await safe_resolve(ctx.resolver, "supplier", payload["supplier_name"])
+        if res.resolved:
+            c = res.candidates[0]
+            payload["supplier_id"] = c.id
+            payload["supplier_name"] = c.name
+            extra = c.extra or {}
+            for k in ("location", "phone", "contact_person", "category_name"):
+                if extra.get(k):
+                    payload[f"supplier_{k}"] = extra[k]
+            options.pop("sup", None)
+        elif res.candidates:
+            options["sup"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("sup", None)
+
+    if not payload.get("project_id") and payload.get("project_name"):
+        res = await safe_resolve(ctx.resolver, "project", payload["project_name"])
+        if res.resolved:
+            payload["project_id"] = res.candidates[0].id
+            payload["project_name"] = res.candidates[0].name
+            if payload["project_id"] not in payload.get("project_ids", []):
+                payload.setdefault("project_ids", []).append(payload["project_id"])
+            options.pop("prj", None)
+        elif res.candidates:
+            options["prj"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("prj", None)
+
+    for p_name in payload.get("project_names") or []:
+        res = await safe_resolve(ctx.resolver, "project", p_name)
+        if res.resolved:
+            p_id = res.candidates[0].id
+            if p_id not in payload.get("project_ids", []):
+                payload.setdefault("project_ids", []).append(p_id)
+            if not payload.get("project_id"):
+                payload["project_id"] = p_id
+
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if not item.get("material_id") and item.get("material_name"):
+            res = await safe_resolve(ctx.resolver, "material", item["material_name"])
+            if res.resolved:
+                _set_material(item, res.candidates[0].id, res.candidates[0].name, res.candidates[0].extra)
+                options.pop(f"mat{i}", None)
+            elif res.candidates:
+                options[f"mat{i}"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+            else:
+                options.pop(f"mat{i}", None)
+        if not item.get("unit_id"):
+            await _resolve_unit(ctx, item)
+
+
+def _set_material(item: dict, material_id: str, name: str, extra: dict | None = None) -> None:
+    item["material_id"] = material_id
+    item["material_row"] = {"id": material_id, "canonical_unit_id": (extra or {}).get("canonical_unit_id")}
+
+
+async def _resolve_unit(ctx, item: dict) -> None:
+    if item.get("unit_id"):
+        return
+    if item.get("unit_name"):
+        res = await safe_resolve(ctx.resolver, "unit", item["unit_name"])
+        if res.resolved:
+            item["unit_id"] = res.candidates[0].id
+            item["unit_explicit"] = True
+            item["unit_name"] = res.candidates[0].name
+            return
+    canonical = ((item.get("material_row") or {}).get("canonical_unit_id"))
+    if canonical:
+        item["unit_id"] = str(canonical)
+        item["unit_explicit"] = False
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    payload = draft.payload
+    options = payload.setdefault("options", {})
+    options.pop(field, None)
+
+    if field == "sup":
+        payload["supplier_id"] = choice["id"]
+        payload["supplier_name"] = choice["name"]
+    elif field == "prj":
+        payload["project_id"] = choice["id"]
+        payload["project_name"] = choice["name"]
+    elif field.startswith("mat"):
+        index = int(field[3:]) - 1
+        items = payload.get("items") or []
+        if 0 <= index < len(items):
+            items[index]["material_name"] = choice["name"]
+            _set_material(items[index], choice["id"], choice["name"])
+            await _resolve_unit(ctx, items[index])
+    elif field.startswith("unit"):
+        index = int(field[4:]) - 1
+        items = payload.get("items") or []
+        if 0 <= index < len(items):
+            items[index]["unit_id"] = choice["id"]
+            items[index]["unit_explicit"] = True
+            items[index]["unit_name"] = choice["name"]
+
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": compute_quote_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+# ---------------------------------------------------------------------------
+# rendering
+# ---------------------------------------------------------------------------
+
+def _pick_rows(payload: dict) -> list[list[str]]:
+    """Field labels shown as pick-button rows (via keyboards.pick_buttons)."""
+    rows: list[list[str]] = []
+    options = payload.get("options") or {}
+    if options.get("sup"):
+        rows.append(["sup"] + [o["name"] for o in options["sup"]])
+    if options.get("prj"):
+        rows.append(["prj"] + [o["name"] for o in options["prj"]])
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if options.get(f"mat{i}"):
+            rows.append([f"mat{i}"] + [o["name"] for o in options[f"mat{i}"]])
+        if options.get(f"unit{i}"):
+            rows.append([f"unit{i}"] + [o["name"] for o in options[f"unit{i}"]])
+    return rows
+
+
+def _keyboard(payload: dict, draft_id: str, wizard_url: str | None = None) -> dict:
+    from app.keyboards import pick_buttons
+
+    prefix = str(draft_id)[:8]
+    pick_rows: list[list[dict]] = []
+    for row in _pick_rows(payload):
+        field, names = row[0], row[1:]
+        pick_rows += pick_buttons(prefix, field, names[:6])
+    ready_items = sum(
+        1 for it in payload.get("items") or []
+        if it.get("material_id") and it.get("quantity") and it.get("unit_id")
+    )
+    has_partial = 0 < ready_items < len(payload.get("items") or [])
+    return quote_review_keyboard(prefix, pick_rows, has_partial_option=has_partial, wizard_url=wizard_url)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True, note: str | None = None,
+                 reply_to: int | None = None) -> None:
+    from app.config import settings
+
+    from app.security import create_draft_token
+
+    payload = draft.payload
+    missing = compute_quote_missing(payload)
+    token = create_draft_token(
+        draft.id,
+        chat_id=chat_id,
+        secret=settings.DRAFT_TOKEN_SECRET,
+        expires_in=settings.DRAFT_TOKEN_EXPIRE_SECONDS,
+    )
+    wizard_url = f"{settings.FRONTEND_URL.rstrip('/')}/review?token={token}"
+    text = quote_review_text(payload, missing, status_note=note)
+    text += f"\n\n🖥 مشاهده و تکمیل در ویزارد:\n{wizard_url}"
+    keyboard = _keyboard(payload, str(draft.id), wizard_url=wizard_url)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard, reply_to=reply_to)
+        new_review_id = (message or {}).get("message_id")
+        if new_review_id:
+            draft.review_message_id = new_review_id
+            await draft_store.save_payload(
+                draft,
+                missing={"fields": missing},
+                review_message_id=new_review_id,
+                source_message_id=reply_to or draft.source_message_id,
+                mark_bale_synced=True,
+            )
+        else:
+            await draft_store.save_payload(
+                draft,
+                missing={"fields": missing},
+                source_message_id=reply_to or draft.source_message_id,
+                mark_bale_synced=True,
+            )
+    else:
+        if not draft.review_message_id:
+            return
+        success = await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        if success:
+            await draft_store.save_payload(draft, missing={"fields": missing}, mark_bale_synced=True)
+        else:
+            logger.warning("Could not edit review message %s for draft %s", draft.review_message_id, draft.id)
+            await draft_store.set_bale_updated_at(draft.id)
+
+
+# ---------------------------------------------------------------------------
+# commit
+# ---------------------------------------------------------------------------
+
+async def commit(ctx, chat_id, user, draft, only_resolved: bool = False) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+
+    # 1. Sequential pre-creation for new supplier if user wants to commit
+    if not payload.get("supplier_id") and payload.get("supplier_name"):
+        cat_id = payload.get("supplier_category_id")
+        if not cat_id:
+            cats = await ctx.resolver.categories()
+            if cats:
+                cat_id = cats[0].id
+        if cat_id:
+            try:
+                sup_body = {
+                    "name": payload["supplier_name"],
+                    "category_id": cat_id,
+                }
+                if payload.get("supplier_phone"):
+                    sup_body["phone"] = payload["supplier_phone"]
+                created_sup = await ctx.api.create_supplier(sup_body, actor_id=user.actor_id)
+                payload["supplier_id"] = created_sup["id"]
+                ctx.resolver.invalidate("suppliers")
+            except Exception as e:
+                logger.warning("Could not auto-create supplier: %s", e)
+
+    # 2. Sequential pre-creation for new materials
+    for i, item in enumerate(payload.get("items") or [], start=1):
+        if not item.get("material_id") and item.get("material_name") and item.get("unit_id"):
+            try:
+                created_mat = await ctx.api.create_material({
+                    "name": item["material_name"],
+                    "canonical_unit_id": int(item["unit_id"]),
+                }, actor_id=user.actor_id)
+                _set_material(item, created_mat["id"], created_mat.get("name") or item["material_name"])
+                ctx.resolver.invalidate("materials")
+            except Exception as e:
+                logger.warning("Could not auto-create material: %s", e)
+
+    ready, blockers = quote_ready(payload)
+    body, problems = build_quote_request(payload, only_resolved_items=only_resolved)
+    if body is None:
+        lines = ["ثبت ممکن نیست؛ این‌ها را اول مشخص کن:"] + [f"❌ {esc(p)}" for p in problems]
+        await ctx.send(chat_id, "\n".join(lines))
+        return
+    if not ready and not only_resolved:
+        lines = ["برای ثبت کامل، اول این‌ها را مشخص کن:"] + [f"❌ {esc(b)}" for b in blockers]
+        lines += ["", "یا دکمه «ثبت فقط اقلام مشخص» را بزن."]
+        await ctx.send(chat_id, "\n".join(lines))
+        return
+
+    try:
+        created = await ctx.api.create_quote(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    except Exception:
+        logger.exception("create_quote failed")
+        await ctx.send(chat_id, ERR_GENERIC.format(detail="خطای شبکه"))
+        return
+
+    await draft_store.set_status(draft.id, "committed")
+    ctx.pending.pop(chat_id, None)
+    ctx.resolver.invalidate()
+
+    quote_id = (created or {}).get("id") or ""
+    # If a proforma file was attached, persist it to the created ERP quote
+    proforma_info = payload.get("proforma")
+    if quote_id and proforma_info and proforma_info.get("saved_path"):
+        try:
+            from pathlib import Path
+            p_path = Path(proforma_info["saved_path"])
+            if p_path.exists():
+                file_bytes = p_path.read_bytes()
+                await ctx.api.upload_quote_file(
+                    quote_id,
+                    "proforma",
+                    proforma_info.get("file_name") or "proforma.pdf",
+                    file_bytes,
+                    mime_type=proforma_info.get("mime_type") or "application/pdf",
+                    actor_id=user.actor_id,
+                )
+                logger.info("Successfully uploaded proforma to quote %s", quote_id)
+        except Exception as e:
+            logger.warning("Could not upload draft proforma to quote %s: %s", quote_id, e)
+
+    if draft.review_message_id:
+        try:
+            msg = f"✅ این پیشنهاد در سیستم با موفقیت ثبت نهایی شد.\nشناسه پیشنهاد: {quote_id}"
+            await ctx.edit(chat_id, draft.review_message_id, msg, reply_markup=None)
+            await draft_store.set_bale_updated_at(draft.id)
+        except Exception:
+            pass
+
+    remaining = [
+        m["label"] for m in compute_quote_missing(payload)
+        if not m["blocking"] and not m["ok"]
+    ]
+    dropped = len(payload.get("items") or []) - len(body.get("line_items") or [])
+    if dropped > 0:
+        remaining.append(f"{dropped} قلم ناشناس حذف شد")
+    await ctx.send(chat_id, quote_committed_report(created, payload, remaining))

bot/app/handlers/supplier.py

@@ -0,0 +1,103 @@
+"""Add-supplier flow: name + one of the 8 fixed Persian categories (required)."""
+import logging
+
+from app import drafts as draft_store
+from app.api.client import ApiError
+from app.drafts import (
+    KIND_SUPPLIER, merge_supplier_patch, new_supplier_payload, supplier_missing,
+)
+from app.keyboards import pick_buttons, simple_review_keyboard
+from app.resolve import safe_resolve
+from app.texts import ERR_GENERIC, esc, supplier_committed_report, supplier_review_text
+
+logger = logging.getLogger("bot.supplier")
+
+
+async def handle_entities(ctx, chat_id, user, patch: dict, source: str | None) -> None:
+    draft = await draft_store.get_active(chat_id, KIND_SUPPLIER)
+    if draft is not None:
+        payload = draft.payload
+        merge_supplier_patch(payload, patch)
+    else:
+        payload = new_supplier_payload()
+        merge_supplier_patch(payload, patch)
+        draft = await draft_store.create(chat_id, KIND_SUPPLIER, payload, source=source)
+    await resolve_payload(ctx, payload)
+    await draft_store.save_payload(draft, missing={"fields": supplier_missing(payload)})
+    await render(ctx, chat_id, draft, fresh=draft.review_message_id is None)
+
+
+async def resolve_payload(ctx, payload: dict) -> None:
+    options = payload.setdefault("options", {})
+    if not payload.get("category_id") and payload.get("category_name"):
+        res = await safe_resolve(ctx.resolver, "category", payload["category_name"])
+        if res.resolved:
+            payload["category_id"] = res.candidates[0].id
+            payload["category_name"] = res.candidates[0].name
+            options.pop("cat", None)
+        elif res.candidates:
+            options["cat"] = [{"id": c.id, "name": c.name} for c in res.candidates]
+        else:
+            options.pop("cat", None)
+
+
+async def apply_pick(ctx, chat_id, user, draft, field: str, choice: dict) -> None:
+    if field == "cat":
+        draft.payload["category_id"] = choice["id"]
+        draft.payload["category_name"] = choice["name"]
+        draft.payload.setdefault("options", {}).pop("cat", None)
+    await draft_store.save_payload(draft, missing={"fields": supplier_missing(draft.payload)})
+    await render(ctx, chat_id, draft, fresh=False)
+
+
+def _keyboard(payload: dict, draft_id: str) -> dict:
+    rows: list[list[dict]] = []
+    options = (payload.get("options") or {}).get("cat") or []
+    if options:
+        rows += pick_buttons(draft_id, "cat", [o["name"] for o in options[:6]])
+    return simple_review_keyboard(draft_id, KIND_SUPPLIER, rows)
+
+
+async def render(ctx, chat_id, draft, fresh: bool = True) -> None:
+    payload = draft.payload
+    missing = supplier_missing(payload)
+    text = supplier_review_text(payload, missing)
+    keyboard = _keyboard(payload, draft.id)
+    if fresh:
+        message = await ctx.send(chat_id, text, reply_markup=keyboard)
+        draft.review_message_id = (message or {}).get("message_id")
+        await draft_store.save_payload(draft, missing={"fields": missing},
+                                       review_message_id=draft.review_message_id)
+    else:
+        await ctx.edit(chat_id, draft.review_message_id, text, reply_markup=keyboard)
+        await draft_store.save_payload(draft, missing={"fields": missing})
+
+
+async def commit(ctx, chat_id, user, draft) -> None:
+    payload = draft.payload
+    await resolve_payload(ctx, payload)
+    missing = {m["key"]: m["ok"] for m in supplier_missing(payload)}
+    problems = [label for key, label, ok in [
+        ("name", "نام تأمین‌کننده", missing.get("name")),
+        ("category", "دسته‌بندی", missing.get("category")),
+    ] if not ok]
+    if problems:
+        await ctx.send(chat_id, "ثبت ممکن نیست؛ اول این‌ها را مشخص کن:\n" +
+                       "\n".join(f"❌ {esc(p)}" for p in problems))
+        return
+    body = {
+        "name": payload["name"],
+        "category_id": payload["category_id"],
+        "phone": payload.get("phone"),
+        "location": payload.get("location"),
+        "contact_person": payload.get("contact_person"),
+    }
+    body = {k: v for k, v in body.items() if v}
+    try:
+        created = await ctx.api.create_supplier(body, actor_id=user.actor_id)
+    except ApiError as exc:
+        await ctx.send(chat_id, ERR_GENERIC.format(detail=esc(exc.message)))
+        return
+    await draft_store.set_status(draft.id, "committed")
+    ctx.resolver.invalidate("suppliers")
+    await ctx.send(chat_id, supplier_committed_report(created))

bot/app/keyboards.py

@@ -0,0 +1,74 @@
+"""Inline keyboard builders.
+
+Bale keeps Telegram's 64-byte ``callback_data`` cap, so every callback is a
+short op-code plus the 8-char draft prefix; the full state lives in bot_drafts
+(or the in-memory pending-flow map) and is looked up on tap.
+"""
+
+
+def _kb(rows: list[list[dict]]) -> dict:
+    return {"inline_keyboard": rows}
+
+
+def _btn(text: str, data: str) -> dict:
+    return {"text": text, "callback_data": data}
+
+
+# callback scheme (≤64 bytes):
+#   q:ok:{d8} / q:no:{d8} / q:ok2:{d8}      quote commit / cancel / commit-resolved-only
+#   s:ok:{d8} / s:no:{d8}                   supplier
+#   m:ok:{d8} / m:no:{d8}                   material
+#   pk:{d8}:{field}:{idx}                   pick candidate for a draft field
+#   qc:{idx} / ac:{op} / ar:{op}            pending-flow buttons (accept/arrive)
+
+def draft_actions(prefix: str, kind: str, has_partial_option: bool = False) -> list[list[dict]]:
+    op = {"quote": "q", "supplier": "s", "material": "m"}.get(kind, "q")
+    rows = [[_btn("✅ ثبت نهایی", f"{op}:ok:{prefix}"), _btn("❌ انصراف", f"{op}:no:{prefix}")]]
+    if has_partial_option:
+        rows.insert(0, [_btn("✅ ثبت فقط اقلام مشخص", f"{op}:ok2:{prefix}")])
+    return rows
+
+
+def pick_buttons(prefix: str, field: str, names: list[str]) -> list[list[dict]]:
+    return [[_btn(name[:60], f"pk:{prefix}:{field}:{i}")] for i, name in enumerate(names)]
+
+
+def quote_review_keyboard(
+    prefix: str,
+    pick_rows: list[list[dict]],
+    has_partial_option: bool = False,
+    wizard_url: str | None = None,
+) -> dict:
+    rows = list(pick_rows)
+    if wizard_url:
+        rows.append([{"text": "🖥 بازبینی و تکمیل در ویزارد", "url": wizard_url}])
+    rows += draft_actions(prefix, "quote", has_partial_option=has_partial_option)
+    return _kb(rows)
+
+
+def simple_review_keyboard(prefix: str, kind: str, pick_rows: list[list[dict]]) -> dict:
+    rows = list(pick_rows)
+    rows += draft_actions(prefix, kind)
+    return _kb(rows)
+
+
+def quote_pick_keyboard(pairs: list[tuple[str, str]]) -> dict:
+    """Pick among candidate quotes: pairs of (label, quote_id)."""
+    return _kb([[_btn(label[:60], f"qc:{i}")] for i, (label, _) in enumerate(pairs)])
+
+
+def accept_keyboard(termsheet_labels: list[str]) -> dict:
+    rows = [[_btn(f"شرایط: {label[:40]}", f"ac:ts:{i}")] for i, label in enumerate(termsheet_labels)]
+    rows.append([_btn("✅ تأیید پذیرش", "ac:ok"), _btn("❌ انصراف", "ac:no")])
+    return _kb(rows)
+
+
+def arrive_keyboard() -> dict:
+    return _kb([
+        [_btn("📦 تحویل کامل همه اقلام", "ar:full")],
+        [_btn("✅ ثبت مقادیر اعلام‌شده", "ar:ok"), _btn("❌ انصراف", "ar:no")],
+    ])
+
+
+def cancel_keyboard() -> dict:
+    return _kb([[_btn("❌ انصراف", "ac:no")]])

bot/app/main.py

@@ -0,0 +1,60 @@
+"""Bot entrypoint: ensure tables → sweeper task → Bale long-poll loop.
+
+Mirrors the api's pattern of a plain asyncio background loop (no Celery/Redis).
+"""
+import asyncio
+import logging
+
+from app.bale.client import BaleClient, poll_loop
+from app.config import settings
+from app.db_init import ensure_schema
+from app.drafts import expire_stale
+from app.handlers import handle_update
+from app.runtime import BotContext
+from app.api.client import ErpClient
+from app.sync import sync_drafts_loop
+
+logging.basicConfig(
+    level=getattr(logging, settings.LOG_LEVEL.upper(), logging.INFO),
+    format="%(asctime)s %(levelname)s %(name)s — %(message)s",
+)
+logger = logging.getLogger("bot.main")
+
+
+async def sweeper_loop() -> None:
+    """Expire stale drafts + sweep dead pending flows every 10 minutes."""
+    while True:
+        try:
+            expired = await expire_stale(settings.DRAFT_TTL_HOURS)
+            if expired:
+                logger.info("expired %s stale drafts", expired)
+        except Exception:
+            logger.exception("sweeper failed")
+        await asyncio.sleep(600)
+
+
+async def main() -> None:
+    if not settings.BOT_TOKEN:
+        raise SystemExit("PROCUREMENT_BOT_BOT_TOKEN is not set — get one from Bale's BotFather")
+    logger.info("starting bale procurement bot (api=%s, ai=%s)",
+                settings.API_BASE_URL, "configured" if settings.AI_BASE_URL else "NOT configured")
+    await ensure_schema()
+
+    bale = BaleClient(settings.BALE_API_BASE, settings.BOT_TOKEN)
+    api = ErpClient(settings.API_BASE_URL, settings.API_TIMEOUT_SECONDS, settings.SERVICE_TOKEN)
+    ctx = BotContext(bale, api)
+
+    sweeper = asyncio.create_task(sweeper_loop())
+    sync_task = asyncio.create_task(sync_drafts_loop(ctx))
+    try:
+        await poll_loop(bale, lambda update: handle_update(ctx, update))
+    finally:
+        sweeper.cancel()
+        sync_task.cancel()
+
+
+if __name__ == "__main__":
+    try:
+        asyncio.run(main())
+    except KeyboardInterrupt:
+        pass

bot/app/models.py

@@ -0,0 +1,85 @@
+"""Bot-owned tables (bot_* prefix, idempotent DDL in db_init.py).
+
+These are separate from the ERP schema on purpose: the bot is an autonomous
+container and owns its own state (links, drafts, message audit log).
+"""
+from datetime import datetime
+
+from sqlalchemy import BigInteger, DateTime, Index, Integer, String, Text, func
+from sqlalchemy.dialects.postgresql import JSONB, UUID
+from sqlalchemy.orm import DeclarativeBase, Mapped, mapped_column
+
+
+class Base(DeclarativeBase):
+    pass
+
+
+def _uuid_pk() -> Mapped[str]:
+    return mapped_column(UUID(as_uuid=False), primary_key=True, server_default=func.gen_random_uuid())
+
+
+def _timestamptz(**kwargs) -> Mapped[datetime]:
+    return mapped_column(DateTime(timezone=True), server_default=func.now(), nullable=False, **kwargs)
+
+
+class BotLink(Base):
+    """Bale chat ↔ ERP user mapping (established via Casdoor login)."""
+
+    __tablename__ = "bot_links"
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, unique=True, nullable=False, index=True)
+    user_id: Mapped[str | None] = mapped_column(UUID(as_uuid=False))  # users.id
+    casdoor_username: Mapped[str | None] = mapped_column(Text)
+    display_name: Mapped[str | None] = mapped_column(Text)
+    role: Mapped[str | None] = mapped_column(String(32))
+    created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())
+
+
+class BotDraft(Base):
+    """A prepared-but-not-committed ERP action (quote / supplier / material)."""
+
+    __tablename__ = "bot_drafts"
+    __table_args__ = (
+        Index("ix_bot_drafts_chat_status", "chat_id", "status"),
+        Index("ix_bot_drafts_review_msg", "review_message_id"),
+        Index("ix_bot_drafts_source_msg", "source_message_id"),
+    )
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, nullable=False, index=True)
+    kind: Mapped[str] = mapped_column(String(16), nullable=False)  # quote|supplier|material
+    payload: Mapped[dict] = mapped_column(JSONB, nullable=False, default=dict)
+    missing: Mapped[dict | None] = mapped_column(JSONB)
+    status: Mapped[str] = mapped_column(String(16), nullable=False, default="active")  # active|committed|cancelled|expired|failed
+    source: Mapped[str | None] = mapped_column(String(16))  # text|voice
+    source_message_id: Mapped[int | None] = mapped_column(BigInteger)
+    review_message_id: Mapped[int | None] = mapped_column(BigInteger)
+    last_bale_update_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    created_at: Mapped[datetime] = _timestamptz()
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())
+
+
+class BotMessage(Base):
+    """Audit log of every inbound/outbound message (who asked for what)."""
+
+    __tablename__ = "bot_messages"
+
+    id: Mapped[str] = _uuid_pk()
+    chat_id: Mapped[int] = mapped_column(BigInteger, nullable=False, index=True)
+    direction: Mapped[str] = mapped_column(String(4), nullable=False)  # in|out
+    kind: Mapped[str] = mapped_column(String(16), nullable=False, default="text")  # text|voice|callback|error
+    body: Mapped[str | None] = mapped_column(Text)
+    payload: Mapped[dict | None] = mapped_column(JSONB)
+    created_at: Mapped[datetime] = _timestamptz()
+
+
+class BotMeta(Base):
+    """Tiny KV store (e.g. last processed Bale update_id across restarts)."""
+
+    __tablename__ = "bot_meta"
+
+    key: Mapped[str] = mapped_column(String(64), primary_key=True)
+    value: Mapped[str | None] = mapped_column(Text)
+    updated_at: Mapped[datetime] = _timestamptz(onupdate=func.now())

bot/app/nlu.py

@@ -0,0 +1,174 @@
+"""Natural-language understanding: Persian free text → typed intent + entities.
+
+One chat/completions call per message with JSON-mode output. The prompt embeds
+the current draft summary so the model can decide between "start a new
+activity" and "refine the open draft" (update_draft with a partial patch).
+"""
+import json
+import logging
+import re
+
+import httpx
+
+from app.config import Settings
+
+logger = logging.getLogger("bot.nlu")
+
+PERSIAN_DIGITS = str.maketrans("۰۱۲۳۴۵۶۷۸۹٠١٢٣٤٥٦٧٨٩", "01234567890123456789")
+
+
+def normalize_digits(text: str) -> str:
+    return (text or "").translate(PERSIAN_DIGITS)
+
+
+ZWNJ = "\u200c"
+
+
+def normalize_text(text: str) -> str:
+    """Normalize Persian text for fuzzy matching (ZWNJ, arabic ya/ka, spaces)."""
+    t = normalize_digits(text or "")
+    t = t.replace(ZWNJ, " ").replace("ي", "ی").replace("ك", "ک")
+    t = re.sub(r"\s+", " ", t).strip().lower()
+    return t
+
+
+INTENTS = [
+    "register_quote",   # ثبت استعلام/پیشنهاد جدید از یک تأمین‌کننده
+    "update_draft",     # تکمیل/اصلاح پیش‌نویس باز (patch روی آن)
+    "commit_draft",     # «ثبت کن» / «تأیید» — commit the open draft
+    "discard_draft",    # «بی‌خیال» / «لغو»
+    "show_draft",       # «وضعیت پیش‌نویس؟»
+    "add_supplier",
+    "add_material",
+    "status_query",     # پرس‌وجو: استعلام‌های در انتظار / به‌زودی منقضی / ...
+    "accept_quote",     # پذیرش یک استعلام
+    "arrive_items",     # اعلام رسیدن اقلام
+    "help",
+    "unknown",
+]
+
+SYSTEM_PROMPT = """تو دستیار تدارکات یک ERP فارسی هستی. ورودی تو پیام صوتی/متنی کاربر است.
+یک JSON و فقط JSON برگردان (بدون توضیح اضافه) با این شکل:
+
+{
+  "consensus_text": "متن تجمیع‌شده و اصلاح‌شده کاربر (فارسی روان و بدون غلط شنیداری)",
+  "intent": یکی از {intents},
+  "patch": {شکل partial هر فعالیتی که کاربر داده},
+  "confidence": 0.0..1.0
+}
+
+قوانین:
+- اگر ورودی شامل چند نسخه تبدیل گفتار به متن (STT) از یک پیام صوتی کاربر است:
+  ۱. این نسخه‌ها از چند مدل مختلف برای افزایش دقت به دست آمده‌اند. آن‌ها را با هم مقایسه و مقابله کن.
+  ۲. خطاهای شنیداری هر نسخه را بر مبنای منطق تدارکات (نام کالاها، برندها، مشخصات فنی و واحدهای اندازه‌گیری) تصحیح و حل تعارض کن.
+  ۳. متن نهایی اصلاح و تجمیع‌شده را در فیلد consensus_text قرار بده.
+  ۴. استخراج قصد (intent) و موجودیت‌ها (patch) را بر اساس همین متن دقیق انجام بده.
+- اگر ورودی یک متن عادی است، همان متن را در consensus_text قرار بده.
+- اگر پیام کاربر اطلاعات جدیدی به پیش‌نویسِ باز اضافه می‌کند یا اصلاح می‌کند → intent="update_draft" و patch شامل فقط فیلدهای جدید/تغییریافته.
+- اگر عبارت تأیید نهایی است (مثل «ثبت کن»، «همینه، ثبتش کن») → intent="commit_draft".
+- اگر لغو است («بی‌خیال»، «لغو») → intent="discard_draft".
+- اگر سؤال درباره وضعیت است → intent="status_query".
+- اگر درباره پذیرش استعلام است → intent="accept_quote" و در patch.target نام تأمین‌کننده/استعلام.
+- اگر درباره اعلام رسیدن اقلام است → intent="arrive_items" و در patch.target نام تأمین‌کننده/استعلام و در patch.arrivals مقادیر.
+- برای کالاها: material_name فقط نام کلی کالا باشد (مانند «میلگرد» یا «لوله»)؛ کارخانه یا برند در brand_name؛ و مشخصات فنی (مثل سایز یا گرید) در آرایه specs قرار گیرد.
+- برای شرایط پرداخت: در صورت ذکر اقساط/موعد و مبالغ، در milestones: [{"due_date": "YYYY-MM-DD", "amount": number}] قرار بده.
+
+شکل patch برای intent="register_quote"/"update_draft":
+{"supplier_name": str, "project_name": str, "project_names": [str], "is_official": bool, "notes": str, "expiry_date": "YYYY-MM-DD",
+ "items": [{"material_name": str, "brand_name": str, "specs": [str], "quantity": number, "unit_name": str, "unit_price": number, "notes": str}],
+ "payment_terms": [{"label": str, "milestones": [{"due_date": "YYYY-MM-DD", "amount": number}], "discount_type": "none|percent|fixed", "discount_value": number}]}
+
+شکل patch برای intent="add_supplier":
+{"supplier": {"name": str, "category_name": str, "phone": str, "location": str, "contact_person": str}}
+
+شکل patch برای intent="add_material":
+{"material": {"name": str, "unit_name": str, "topic": str}}
+
+شکل patch برای intent="status_query":
+{"query": {"kind": "pending|accepted|arrived|expiring|recent", "supplier_name": str, "project_name": str, "days": int}}
+
+شکل patch برای intent="accept_quote"/"arrive_items":
+{"target": {"supplier_name": str, "project_name": str, "quote_id": str},
+ "arrivals": [{"material_name": str, "quantity": number, "quality_note": str}]}
+
+{draft_block}
+"""
+
+
+def _build_system_prompt(draft_summary: str | None) -> str:
+    intents = ", ".join(INTENTS)
+    prompt = SYSTEM_PROMPT.replace("{intents}", intents).replace("{draft_block}", "")
+    if draft_summary:
+        prompt += (
+            "\n\nپیش‌نویسِ باز فعلی کاربر (اگر مرتبط است به آن تکیه کن و فیلدهای تکراری را بازنویسی نکن):\n"
+            + draft_summary
+        )
+    return prompt
+
+
+def _extract_json(raw: str) -> dict | None:
+    raw = (raw or "").strip()
+    if raw.startswith("```"):
+        raw = re.sub(r"^```[a-zA-Z]*\n?", "", raw).rstrip("`").strip()
+    start = raw.find("{")
+    end = raw.rfind("}")
+    if start == -1 or end <= start:
+        return None
+    try:
+        return json.loads(raw[start : end + 1])
+    except json.JSONDecodeError:
+        return None
+
+
+async def understand(settings: Settings, text: str | list[dict], draft_summary: str | None = None) -> dict:
+    """Return {"consensus_text": ..., "intent": ..., "patch": {...}, "confidence": ...}; never raises."""
+    fallback = {"consensus_text": "", "intent": "unknown", "patch": {}, "confidence": 0.0}
+    if not settings.AI_BASE_URL or not settings.AI_API_KEY:
+        logger.warning("AI provider not configured; cannot understand message")
+        return fallback
+
+    if isinstance(text, list):
+        first_text = text[0].get("text") if text else ""
+        lines = ["پیام صوتی کاربر توسط چند مدل تبدیل گفتار به متن (STT) به صورت زیر پیاده‌سازی شده است:"]
+        for idx, item in enumerate(text, start=1):
+            name = item.get("name") or f"مدل {idx}"
+            t = normalize_digits(item.get("text") or "")
+            lines.append(f"- نسخه {idx} ({name}): «{t}»")
+        lines.append("\nبا تلفیق این نسخه‌ها و تصحیح خطاهای شنیداری، پیام را تحلیل کن و consensus_text را به همراه intent و patch بساز.")
+        user_content = "\n".join(lines)
+    else:
+        user_content = normalize_digits(str(text))
+        first_text = str(text)
+
+    fallback["consensus_text"] = first_text
+
+    try:
+        async with httpx.AsyncClient(timeout=settings.LLM_TIMEOUT_SECONDS) as client:
+            resp = await client.post(
+                f"{settings.AI_BASE_URL.rstrip('/')}/chat/completions",
+                headers={"Authorization": f"Bearer {settings.AI_API_KEY}"},
+                json={
+                    "model": settings.LLM_MODEL,
+                    "messages": [
+                        {"role": "system", "content": _build_system_prompt(draft_summary)},
+                        {"role": "user", "content": user_content},
+                    ],
+                    "temperature": 0.1,
+                    "response_format": {"type": "json_object"},
+                },
+            )
+        if resp.status_code != 200:
+            logger.error("LLM HTTP %s: %s", resp.status_code, resp.text[:300])
+            return fallback
+        content = ((resp.json() or {}).get("choices") or [{}])[0].get("message", {}).get("content", "")
+        parsed = _extract_json(content)
+        if not parsed or parsed.get("intent") not in INTENTS:
+            logger.warning("unparseable LLM output: %r", content[:200])
+            return fallback
+        parsed.setdefault("patch", {})
+        if not parsed.get("consensus_text"):
+            parsed["consensus_text"] = first_text
+        return parsed
+    except (httpx.HTTPError, json.JSONDecodeError, KeyError, TypeError):
+        logger.exception("NLU failure")
+        return fallback

bot/app/resolve.py

@@ -0,0 +1,282 @@
+"""Name → ERP id resolution with fuzzy matching (Persian-aware) + tiny caches.
+
+The ERP search endpoints are ilike-based; we fetch candidates with `q=` and
+rank them with difflib so "میلگرد A3 14" still matches "میلگرد A3 سایز ۱۴".
+"""
+import difflib
+import time
+from dataclasses import dataclass, field
+
+from sqlalchemy import text
+from app.api.client import ApiError, ErpClient
+from app.db import SessionLocal
+from app.nlu import normalize_text
+
+
+@dataclass
+class Candidate:
+    id: str
+    name: str
+    extra: dict = field(default_factory=dict)
+
+
+@dataclass
+class Resolution:
+    status: str  # "one" | "many" | "none"
+    candidates: list[Candidate]
+
+    @property
+    def resolved(self) -> bool:
+        return self.status == "one"
+
+
+def _rank(query: str, items: list[Candidate], limit: int = 6) -> list[Candidate]:
+    q = normalize_text(query)
+    if not q:
+        return items[:limit]
+    scored = []
+    for item in items:
+        name = normalize_text(item.name)
+        ratio = difflib.SequenceMatcher(None, q, name).ratio()
+        if q == name:
+            ratio = 1.0
+        elif q in name:
+            ratio += 0.35
+        scored.append((ratio, item))
+    scored.sort(key=lambda pair: (-pair[0], pair[1].name))
+    return [item for ratio, item in scored[:limit] if ratio >= 0.40]
+
+
+async def _db_units() -> list[Candidate]:
+    try:
+        async with SessionLocal() as s:
+            rows = (await s.execute(text("SELECT id, code, name_fa FROM units"))).mappings().all()
+            return [
+                Candidate(
+                    id=str(u["id"]),
+                    name=u.get("name_fa") or u.get("code") or str(u["id"]),
+                    extra={"code": u.get("code")},
+                )
+                for u in rows
+            ]
+    except Exception:
+        return []
+
+
+async def _db_categories() -> list[Candidate]:
+    try:
+        async with SessionLocal() as s:
+            rows = (await s.execute(text("SELECT id, name, slug FROM material_categories"))).mappings().all()
+            return [
+                Candidate(
+                    id=str(c["id"]),
+                    name=c.get("name") or c.get("slug") or str(c["id"]),
+                )
+                for c in rows
+            ]
+    except Exception:
+        return []
+
+
+async def _db_projects() -> list[Candidate]:
+    try:
+        async with SessionLocal() as s:
+            rows = (await s.execute(text("SELECT id, name FROM projects"))).mappings().all()
+            return [
+                Candidate(
+                    id=str(p["id"]),
+                    name=p.get("name") or str(p["id"]),
+                )
+                for p in rows
+            ]
+    except Exception:
+        return []
+
+
+async def _db_suppliers(q: str | None = None) -> list[Candidate]:
+    try:
+        async with SessionLocal() as s:
+            if q:
+                rows = (await s.execute(
+                    text("SELECT s.id, s.name, s.location, s.phone, s.contact_person, c.name as category_name "
+                         "FROM suppliers s LEFT JOIN material_categories c ON s.category_id = c.id "
+                         "WHERE s.name ILIKE :q LIMIT 20"),
+                    {"q": f"%{q}%"}
+                )).mappings().all()
+            else:
+                rows = (await s.execute(
+                    text("SELECT s.id, s.name, s.location, s.phone, s.contact_person, c.name as category_name "
+                         "FROM suppliers s LEFT JOIN material_categories c ON s.category_id = c.id LIMIT 20")
+                )).mappings().all()
+            return [
+                Candidate(
+                    id=str(r["id"]),
+                    name=r.get("name") or str(r["id"]),
+                    extra={
+                        "location": r.get("location"),
+                        "phone": r.get("phone"),
+                        "contact_person": r.get("contact_person"),
+                        "category_name": r.get("category_name"),
+                    },
+                )
+                for r in rows
+            ]
+    except Exception:
+        return []
+
+
+async def _db_materials(q: str | None = None) -> list[Candidate]:
+    try:
+        async with SessionLocal() as s:
+            if q:
+                rows = (await s.execute(
+                    text("SELECT id, name, topic, canonical_unit_id, status FROM materials WHERE name ILIKE :q LIMIT 20"),
+                    {"q": f"%{q}%"}
+                )).mappings().all()
+            else:
+                rows = (await s.execute(
+                    text("SELECT id, name, topic, canonical_unit_id, status FROM materials LIMIT 20")
+                )).mappings().all()
+            return [
+                Candidate(
+                    id=str(r["id"]),
+                    name=r.get("name") or str(r["id"]),
+                    extra=dict(r),
+                )
+                for r in rows
+            ]
+    except Exception:
+        return []
+
+
+class Resolver:
+    """Caches catalog lists (units/categories/projects are stable; suppliers/materials queried on demand)."""
+
+    def __init__(self, api: ErpClient, ttl_seconds: float = 1800):
+        self._api = api
+        self._ttl = ttl_seconds
+        self._cache: dict[str, tuple[float, list[Candidate]]] = {}
+
+    async def _cached(self, key: str, fetch) -> list[Candidate]:
+        entry = self._cache.get(key)
+        now = time.monotonic()
+        if entry and now - entry[0] < self._ttl:
+            return entry[1]
+        items = await fetch()
+        self._cache[key] = (now, items)
+        return items
+
+    def invalidate(self, key: str | None = None) -> None:
+        if key:
+            self._cache.pop(key, None)
+        else:
+            self._cache.clear()
+
+    # ---------------------------------------------------------------- sources
+
+    async def units(self) -> list[Candidate]:
+        async def fetch():
+            try:
+                rows = await self._api.list_units()
+                return [Candidate(id=str(u["id"]), name=u.get("name_fa") or u.get("code") or str(u["id"]),
+                                  extra={"code": u.get("code")}) for u in rows]
+            except Exception:
+                return await _db_units()
+        return await self._cached("units", fetch)
+
+    async def categories(self) -> list[Candidate]:
+        async def fetch():
+            try:
+                rows = await self._api.list_categories()
+                return [Candidate(id=str(c["id"]), name=c.get("name") or c.get("slug") or str(c["id"])) for c in rows]
+            except Exception:
+                return await _db_categories()
+        return await self._cached("categories", fetch)
+
+    async def projects(self) -> list[Candidate]:
+        async def fetch():
+            try:
+                rows = await self._api.list_projects()
+                return [Candidate(id=str(p["id"]), name=p.get("name") or str(p["id"])) for p in rows]
+            except Exception:
+                return await _db_projects()
+        return await self._cached("projects", fetch)
+
+    async def suppliers(self, q: str | None = None) -> list[Candidate]:
+        try:
+            rows = await self._api.list_suppliers(q=q, page_size=20)
+            items = [
+                Candidate(
+                    id=str(s["id"]),
+                    name=s.get("name") or str(s["id"]),
+                    extra={
+                        "location": s.get("location"),
+                        "phone": s.get("phone"),
+                        "contact_person": s.get("contact_person"),
+                        "category_name": (s.get("category") or {}).get("name") if isinstance(s.get("category"), dict) else None,
+                    },
+                )
+                for s in rows
+            ]
+        except Exception:
+            items = await _db_suppliers(q=q)
+        return _rank(q, items) if q else items
+
+    async def materials(self, q: str | None = None) -> list[Candidate]:
+        try:
+            rows = await self._api.list_materials(q=q, page_size=20)
+            extra = {str(m["id"]): m for m in rows}
+            items = [Candidate(id=str(m["id"]), name=m.get("name") or str(m["id"]), extra=extra.get(str(m["id"]), {}))
+                     for m in rows]
+        except Exception:
+            items = await _db_materials(q=q)
+        return _rank(q, items) if q else items
+
+    # ------------------------------------------------------------ resolutions
+
+    async def resolve(self, kind: str, name: str | None) -> Resolution:
+        """Resolve by name; exact hit → "one", several close → "many", none → "none"."""
+        if not name or not name.strip():
+            return Resolution("none", [])
+        if kind == "supplier":
+            candidates = await self.suppliers(name)
+        elif kind == "material":
+            candidates = await self.materials(name)
+        elif kind == "project":
+            candidates = _rank(name, await self.projects())
+        elif kind == "unit":
+            candidates = _rank(name, await self.units())
+        elif kind == "category":
+            candidates = _rank(name, await self.categories())
+        else:
+            raise ValueError(f"unknown kind: {kind}")
+        if not candidates:
+            return Resolution("none", [])
+        norm_name = normalize_text(name)
+        exact = [c for c in candidates if normalize_text(c.name) == norm_name]
+        if len(exact) == 1:
+            return Resolution("one", exact)
+        top = candidates[0]
+        top_norm = normalize_text(top.name)
+        ratio = difflib.SequenceMatcher(None, norm_name, top_norm).ratio()
+        if ratio >= 0.88 and (len(candidates) == 1 or ratio > 0.95):
+            return Resolution("one", [top])
+        return Resolution("many", candidates)
+
+    async def unit_for_material(self, unit_name: str | None, material: dict | None) -> tuple[str | None, bool]:
+        """Return (unit_id, explicitly_resolved). Falls back to the material's
+        canonical unit when the spoken unit isn't found."""
+        if unit_name:
+            res = await self.resolve("unit", unit_name)
+            if res.resolved:
+                return res.candidates[0].id, True
+        if material and material.get("canonical_unit_id"):
+            return str(material["canonical_unit_id"]), False
+        return None, False
+
+
+async def safe_resolve(resolver: Resolver, kind: str, name: str | None) -> Resolution:
+    try:
+        return await resolver.resolve(kind, name)
+    except Exception:
+        return Resolution("none", [])